What are some suggestions for getting over the anxiety I am feeling when doing a Financial Road Map®?

Article ID: 158

Last updated: 20 Nov, 2019

Do more of them. Practice more in advance. Record every one and listen to it. Watch the video more. Listen to the audio of the Financial Road Map® in your car, and accept that your discomfort is a normal part of the learning curve. You don’t get to be a black belt without being a white belt first. You can’t get to confidently doing a Financial Road Map® without going through the normal emotions of whatever you feel in the early stages.

« There are many forms that my clients must fill out. They are...

How can I increase my knowledge of, and mastery of, creating... »

Others in this category

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.

Nearly half of my non ideal client appointments have been canceled, re-scheduled, or not shown up. I have tried numerous things to try and keep them though it seems nothing is working. What suggestions can you give me that might work better or help?

When you say, "Now let me tell you what you are going to get," and go through that language, are you showing the other items they will get? Value adds? eMoney, Newsletter, etc. Could I show the eMoney commercial at this point?

How do I better describe my value? One potential client thought he was already living out many of his values and thus enjoying his ideal life. How do I describe that what I do provides incredible value even for the person who enjoys managing his own investments and has enough money and time to take plenty of vacations?

I have an existing client worth a million dollars (Richard Clarke) who has not been introduced to Old World/ New World™ yet. He could potential be an ideal client and I plan on doing a Financial Road Map®. I was previously trained by CEG Worldwide John Bowen and company. He would like me to manage his mothers’ million dollars and before doing so his sister would like to meet me prior to them hiring us. This opportunity occurred before I starting training in the Values-Based Financial Planning™ program. Can you please provide some insight and perhaps an agenda of things that you might discuss in this initial meeting with the sister? My goal would be to do Financial Road Map® meetings with the whole family. I’m interested in hearing your thought process regarding this scenario. The meeting is in the client’s home. I understand the meetings should be at my office and in the past Richard comes to see me at my office. He asked me to do him a favor and have a cup of coffee with him at his home since his sister was in town and staying with him. The mother and sister both live in Arizona. The mother has 1 million liquid and the sister has around 16 million liquid.

» More articles