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.


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b I have been given the opportunity to give a 10 minute presentation to a group of people. I need 20minutes if I were to go through the recommended ideal life group presentation. Do you have any thoughts on what I should focus my time on in the presentation?
b What is your expectation of the amount of increased revenue a Trusted Advisor should have achieved by their first Academy as part of the Ideal Life Evaluation Program?
b What is the process or exact instructions on submitting a recording to Bill for his review and give feedback?
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 I am planning a Client Event for the end of August. My plan is to invite several of my best clients, several of my best prospects and several of my referral partners and centers of influence and ask them to bring guests and I believe about 30 people will come. I have contacts with several non-profits. Would you advise holding the event in support of one of them and ask for donations or not? Or would that sully the social nature of the event?
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