Can I do a Financial Road Map® in a group setting?

Article ID: 142

Last updated: 20 Nov, 2019

No. This is an individual experience. Schedule one-on-one appointments with them and their spouses and do their Financial Road Maps®. You will accomplish 3 things:

1. You will get the practice you need to become more comfortable doing Financial Road Maps®.
2. They will get the benefit of having their Financial Road Map® done.
3. You will end up with some clients and they will get a Values-Based Financial Planning™ Trusted Advisor.

There are scripts for setting appointments in the Mastery Series™ that are designed for exactly this purpose.

« How important is it to stick to the script ver batim to achieve...

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