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At which progress meeting should I do the Quality of Life Enhancer Exercise®?

Article ID: 131

Last updated: 20 Nov, 2019

Typically the third of fourth or whenever the client is struggling to behave like a delegator.

« Many clients appear to be busy this summer and have been putting...

I gather that, at the Implementation Meeting and the Progress... »

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I would like clarification on the use of the Financial Road Map® in Progress Meetings. My understanding is that you are to prepare a new Financial Road Map® with the updated Goals and Current Value of Funds in the All the Money section. We are looking at whether there is a more efficient way of doing this, such as using soft copy that is updated at every progress meeting, given that the Goals and All the Money section are the only areas that are changed. Can you please set the record straight on how this is to be prepared for the meeting? We are trying to reduce any unnecessary work.

I recently met someone and did a self-referral. We completed his Financial Road Map® and then asked if we could meet again for me to meet his fiancée as well as his personal accountant. We met and I helped his fiancée complete her Values Staircase™ and discussed their goals. During the meeting the accountant made it clear that she was the gatekeeper for these clients, that she'd be reviewing our statements every month and that she would need to have input on the asset allocation, etc. Any advice on how to work with the accountant? The client values her and their relationship very much.

I had a very compelling couple of meetings this week and it was great. As before, I still am anxious about what my next step with them is. Things like their Homeowners Insurance scare me a bit since I have no background in that. My understanding was that there were some sophisticated Deliverable Process that we would be privy to be able to work through the various venues. Now that I have the clients committed I feel deeply that I too need to deliver on our promise. Please allay our fears about the next step.

We do not do tax preparation in our office so when preparing end-of-year tax planning are we meeting with the client and their Certified Public Accountant or just the Certified Public Accountant? This seems to be a fourth meeting. As we begin time-blocking the Three Meeting Process we are realizing that having these meetings with all 124 Ideal Clients (or their Certified Public Accountants) in September, October, and November will require a substantial amount of time. How do we keep on track with the Three Meeting Process with this fourth meeting?

When I do progress meetings with clients and review the Values Staircase™ I originally did with them a year or two years ago, it does not feel as crisp as a new one would. Would you ever recommend re-doing the Values Staircase™ with existing clients now that I am much more comfortable with the process?

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