More and more, incoming cell phone calls are interrupting the Financial Road Map®. Is that something to address before we begin?

Article ID: 160
Last updated: 20 Nov, 2019

And they answer the phone during your meeting?
Wow, is that rude!

Hopefully you say something when they do that so it’s clear that it’s not polite and not acceptable. If you feel the need to say something in advance, it could sound like, “I have asked my assistant to hold all of my calls while we are together and you need to do the same. Please turn off your cell phone.”

In the case, where they might have a real emergency call offer to leave their cell phone with your assistant who will answer it for them in a professional manner, determine if the call is an emergency, and interrupt the meeting in an event of a real emergency.


Others in this category
b What’s the benefit of giving out or not giving out a copy of the Financial Road Map® at the end of the conversation?
b After the initial Financial Road Map Interview™, when do I collect more details from the client to put together a detailed implementation plan, which is the next meeting, if the person becomes an Ideal Client? The Financial Road Map Interview™ does not collect the detailed information needed for a detailed implementation plan.
b When should I NOT give an existing client a Values-Based Financial Planning™ book?
b I am struggling not discussing an ongoing fee in Financial Road Map® Meeting. During this conversation the clients ask me how much? The Financial Road Map® Meeting has been around 45 minutes so far and going well. I say $5,000 for the initial plan. They say what do you get? I then run through my 2 page letter of engagement which outlines upfront and ongoing service offering and takes another 45 minutes. After 1.5 hours I feel like the clients are tired and the "would you like to proceed” has lost its presence because of the meeting time. How do I avoid this? I would love to skip the letter of engagement all together, should I just briefly talk about deliverables team (which I have) best-in-class Subject Matters Experts. I am also struggling to understand in the Implementation Meeting how to address the ongoing fee is $1k-$3k per month and not go over the plan in any detail.
b I have done my first few Financial Road Maps® and 2 people were adamant against recording the meeting. Should I press on without recording or politely disengage with this client. Any suggestions on how to address these concerns beyond the script?
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