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 What do I say when a person says, "What makes you different from other people that do this?"
b I have worked with many of my existing clients for several years and when we first met I conducted a Values Conversation but did not continue through the remaining parts. Now I am having discussions with these people by the Old World/New World™ Conversations. My question is do I do a completely new Financial Road map® from start to finish or do I start from their old staircase of answers. Understand most of these clients had the Values Conversation over 5 years ago.
b Is it common to see Success Road Map® profiles change as we gain more experience with them and the Values Based Financial Planning™ process? If I can adequately, enjoyably, and profitably serve a higher number of clients of a profile that has little less annual reoccurring revenue than I originally stated on my Success Road Map®, should I?
b Is the best path forward for me (a Certified Financial Planner®) to take the Series 65 registration to gain IAR status? Could you shed some light on this?
b Does adding the following phrase to the, "What do you do question," change the impact or sound too salesy? "I own a Values Based Financial Planning Firm. We help our clients enhance their quality of life by getting their entire financial house in perfect order and keep it that way forever.” The addition seams to add clarity to the, “What do you do,” question.
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