If I give the Financial Road Map® to the client after the interview how do I update it if they become part of the Ideal Client Community?

Article ID: 167

Last updated: 20 Nov, 2019

First of all, only give it to them if they ask for a copy. Most don’t. Second of all, write the information down somewhere else so you have it to update their Financial Road Map® at the next Progress Meeting.

« I know you don't want us to "pick a scab" but on several...

What do you say is the value to continue paying a fee for... »

Others in this category

How is the Financial Road Map® shaped for business owners focused [initially, at least] on their professional interests? Note: they do not want their spouses involved

In the Financial Road Map Interview™, the Pre-Commitment script is just slightly different from the Referral Phone Appointment script. Is their any preference to use one script or the other in either of these instances?

When is the most appropriate time to do the actual fact finding and copying of statements?

How can I increase my knowledge of, and mastery of, creating financial plans for clients? Do I need to pursue something like a CFP?

I have had a number of Financial Road Map® Appointments recently where the time of the appointment has gone to two hours. By the time I have thoroughly gone through the values of each partner and then cover their goals (in both instances this has been around 5 goals) and completed the All the Money Conversation™ and the Commitment to Hire Conversation™, it is going on close to 90-120 mins. I cannot see where there is time that we are wasting. There is little chit chat, however, at times, clients discuss some of their goals and that may take a little longer. I am not sure whether I am going too far with this. Can you please provide some comments around this or strategies I can use to reduce the time I spend on each Financial Road Map® Interview?

» More articles