I am a new adviser with a company where I meet with a lot of people who currently own a product with us and I do a review on that particular product ,which is typically life insurance. Is there a smooth way to transition from the review into a discussion about the Financial Road Map®?

Article ID: 101

Last updated: 20 Nov, 2019

Call them up and say, “We have an appointment scheduled to discuss your life insurance. However, I don’t think this is a very smart approach to me truly being able to give you good advice. Instead, I recommend that you and your spouse come to my office and complete your Financial Road Map® . Having Financial Road Map® will help you make better financial choices in all areas, in addition to life insurance.” From here you can follow the scripts in the Mastery Series™ for scheduling Financial Road Map® appointments.

Also listed in

Before Financial Road Map™ -> Initial Contact with Prospective Clients

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

« I am scheduling a Financial Road Map® Old World New World™...

How do you "pre-qualify" referrals prior to the initial... »

Others in this category

I have just started the program and just starting to practice the Financial Road Map Interview™. However, in my client base I have a number of high net worth clients who are retired. In the Financial Road Map® conversations for existing clients, how do you approach the financial independence stage as these clients are already retired living off their investments? Just wondering how this fits in for this type of client as it looks more like the Financial Road Map Interview™ is for clients who are not there yet.

There are a number of people who do business with my agency that I don’t have much of a relationship with (other than they bought insurance from my agency and I may have been involved in their purchase). Would this be more of a self-referral option, or should I get a referral from the servicing staff member, or should I treat them as a client and just use the normal procedure?

What language do you use to set up a Financial Road Map® with prospects?

My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?

I am in the Ideal Life Evaluation Program. I don't have all that many clients and am through most of them with the Financial Road Map®. What is the best way to build a list of people to call? I am not into the program enough yet that I have the Referral Conversation™ available to me.

» More articles