When do you advise I should do Success Road Maps® with my employees?

Article ID: 153
Last updated: 20 Nov, 2019

As soon as possible with existing Team Members and during the interview process with future potential hires.


Others in this category
b Recently I have completed due diligence and purchase of a direct property investment with one of my ideal clients. Following this transaction I have had a subsequent meeting with the investment administrator and he has given me a lead to another of his investors who, the investment administrator indicated, seemed to be a bit unsure and could possibly benefit from professional advice. To be clear this was not a referral, in sales school/language it was a lead, given as a way to encourage me to show more clients his investment options. I have completed some research on this lead and he is definitely someone that I want to talk to and have him and his wife in for a Financial Road Map® Interview. How do I make the initial contact with this potential client without coming across as a salesperson following up on a lead? I am considering a letter introducing myself and my business, followed by a phone call, however I am concerned that this will be dismissed as just another sales pitch.
b If I move to a flat fee for each client, won’t I lose the ability to increase my income each year in the future after ‘I’m Done”? Should I build something in for cost of living adjustments?
b What process can be put in place to organize the Values-Based Quality of Life™ Newsletters so they are sorted and distributed with a flow that avoids duplication of the same Newsletter to the same prospect and also prevents wasting unused Newsletters in a given month?
b My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?
b Someone asks me, “What do you do?” After I answer the question, what questions (impactful or otherwise) can I ask that would evoke an emotional response to move things forward?
» More articles