Why isn’t there more of an introduction to the Financial Road Map® conversation to put the discussion in perspective since it’s so different?

Article ID: 125

Last updated: 20 Nov, 2019

It’s simply not necessary. It’s not just different. It’s a better question and people generally like answering better questions. The script you have for the opening to introduce the Values Conversation™ has worked for almost 25 years for virtually thousands of Financial Advisors around the world. Put you energy into implementing what exists instead of reinventing the wheel and you will get better results more quickly.

« Opening Conversation

Several of my clients (mostly women) come to me between the... »

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