First, for the clients, they LOVE the Financial Road Map®! It’s big, colorful, and visual. It’s take everything that matters to them and puts it on one single piece of paper. Most Financial Advisors are way to linear and way, way, way over-explain financial principles, financial products, and financial services. The Financial Road Map® makes it all understandable.
For you, it gives you a process to make a human connection in less than an hour. When your prospective clients talk for most of that hour you have a chance to make an intelligent business decision about whether or not you want to invite this person or these people to join your client community and they learn that you really care about them as humans and that you are trustworthy.
The biggest mistake most Financial Advisors make is not being more discriminating about who they accept in the first place. Most Financial Advisors end up, after years of hard work building a business, with only a handful of truly Ideal Clients. We call this a DUMB business. Look at the cold hard facts of most Financial Advisors, even before the meltdown: they work too many hours, for not enough money, with way too much liability and business risk. The way most Financial Advisors go about building and running a business is plain stupid. It’s no wonder most who enter the business fail and most who stay in the business can hardly be called successful.
Using the Financial Road Map® and building a Ideal Client Community on the Values-Based Financial Planning™ platform will enable you to have your Ideal Life in 4 years or less. In less than an hour people will trust you, they will hire you to write a plan, they will give you all of their money, they will ignore financial pornography, they will follow your advice regarding their entire financial picture, and they will refer you and make introductions to others to help you build your business.
It’s the ultimate win / win and it’s how we train Financial Advisors to build an Ideal Client Community in 4 years or less.
