I do a Financial Road Map® with all my existing clients when we meet for a review. Sometimes they balk at committing to implement the updated plan. What should I do - Close the meeting or do the plan anyway?

Article ID: 13

Last updated: 20 Nov, 2019

Plans are only created only for people who commit to implement them in advance. If they are unwilling to make a commitment to implement the plan that will actualize what is sitting on their Financial Road Map® right in front of them, then you either did poor job with the Financial Road Map® or they are the wrong people to do business with or continue doing business with. Listen to the recording, follow along with the Financial Road Map® script, and be honest with yourself about how well you followed the script without adding anything else or leaving anything out.

« Commitment to Implement Conversation™

I have a client who has been handled very improperly by her... »

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