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.

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

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I have been making Self-Referral calls to people I know from the past. I have been using the opening, “Hi....I'm calling because I'm not sure if something special etc. Do you have a few minutes to talk with me?” I then continue by asking, “Have you ever thought about what your Ideal Life would look like?” A couple times now it has that they won't answer me because they feel inhibited to speak freely as colleagues might be able to hear their answers. As a result I don’t receive any Meaningful, Important, Significant and Compelling information from them. In these cases should I ask if I can call them at a time when they can speak freely?

I am able to supplant the existing planner on the trifold information package that one of the most prominent realtors in my city uses for all her showings/sales/clients. It's a very glossy and first class look. I can have one of the front and center spots for advertising; right next to her business card. She tells me that several clients have said, "We used the inspector you recommended on your package." She doesn't actually recommend any inspector, but their presence on the package has, in her clients' minds, implied a recommendation. This realtor deals with mostly very high-end properties and clients. Do you have any suggestions to format or build a business card-sized ad?

I'm going to start cold calling companies in my area to try and present the Ideal Life Group Presentation to their employees during their lunch break; a 'lunch n learn.’ I've come up with a basic script to use when making the initial call and I was hoping if you could run your eye over it to see if you think it would be OK or if you have any suggestions.

I have conducted Financial Road Maps with a few clients approximately 1 year ago. I did NOT ask them to join my Ideal Client Community at the time as I did not feel they could afford my Predictable Minimum Annual Recurring Revenue and / or they did not have enough assets. They are currently survival clients. I would like to ask them to come in again to update their Financial Road Maps and at the same time ask them to join our ideal client community as I have more clarity around their income and feel they could now pay my Predictable Minimum Annual Recurring Revenue. How would you suggest I conduct this second meeting? For example, should I ask them to bring in all their documents again, update their Financial Road Maps, and go through commitment to hire outlining exactly what they get and what it costs to join the ideal client community and see where it goes?

Why does the Mastery Series™ advise you not to say "thank you for coming" when clients arrive?

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