How do I incorporate expectations, compensation, and how we get paid into the Financial Road Map Interview™ conversation with a new client? Should I be covering this information before the Financial Road Map Interview™, or if not, when?

Article ID: 117

Last updated: 20 Nov, 2019

This happens during the Commitment to Hire Conversation™. They ask you questions about the boundaries of the relationship, which you answer honestly. If you have things to communicate about your boundaries you can do this then.

Specifically to your point, by the time you get to the Commitment to Hire Conversation™ and offer to be hired you won’t have to verbalize your expectations about clients being honest. You will know by now if they are honest. If it’s not obvious you will not offer to be hired.

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Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

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