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.

Also listed in

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

« There are many forms that my clients must fill out. They are...

What is the most appropriate way to handle situations where the... »

Others in this category

What should I say to survival clients after I conduct the Financial Road Map® and they do not fit my Ideal Client Profile, but I intend to keep them for survival revenue as I build my Ideal Client Community?

What do you think of this scripting when the prospective clients are talking in great detail: “I appreciate that you want to tell me the details about this, and should we decide to work together professionally, I will need to know more. For the purpose of this exercise, however, I just need to summarize the facts. I have 8 minutes budgeted for this. Would you be willing to give me a few minutes to go through your documents?"

I am new to Values-Based Financial Planning™ and under my organization I do not yet have a Deliverables Team. We are in the process of creating it but it may be months to a year down the road as an organization. How do I build a plan in the meantime that will create or show how my quoted fee or desired fee of $5000 per year is paid or able to be paid by the client?

When you review the outline of your Deliverables Team in the Commitment to Hire Conversation™, is this done in response to a specific question a client may ask?

I’m very new to offering financial planning and even newer to Values-Based Financial Planning™, how should I answer the question, “How do I know that you can deliver what you are promising?”

» More articles