There are many forms that my clients must fill out. They are not something that can be done in the "let's take a few moments to make that happen" section. I need to prepare the paperwork and it takes more than a few moments. What I like to do is have the clients come back in to do the paperwork and go over any other information in the questionnaires I need. Then, after that, I will complete the plan and have the clients back in to go over that plan.

NO!!! It is not client- centered to schedule another entire meeting. Once the clients are in the office and want to hire you, complete the paperwork then and then proceed with Commitment to Implement.

Here’s my advice:

1. Review these “forms” and decide how much of that information they actually need to be present to complete. Our experience is that much of what needs to be completed can be transferred from the documents they brought with them for the meeting. Don’t make them write their Social Security Number and address on 3 different forms. That’s very irritating and poor client service. Hiring you is supposed to save them time, not waste it with paperwork.

2. After a thorough review by you and your administrative team members to streamline the process, decide how much time you need to schedule the meeting, including the Financial Road Map Interview™, and completing the documents necessary to hire you. Schedule your meetings for that length of time. If you don’t choose to be hired, or they choose not to hire you, the meeting ends ahead of schedule.