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.

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My accountability coach recommended that I use the Financial Road Map® with all of my clients in order to gain practice and experience with the process. In situations, however, where I know that my clients do not fit my ideal client profile and in all likelihood will in fact be a fit, as clients for my comprehensive planning offering. Would my time be better spent prospecting for referrals with on profile clients who have experienced the Financial Road Map® for more ideal on profile clients like themselves?

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.

Clients agree to pay for their plan (and pay at the end of the first meeting) $5,500 to have their Implementation Plan written. My annual ongoing Ideal Client Fee is $11,800. Do I collect this (annual ongoing fee upfront) from them at the same first meeting or do I do it at Implementation Meeting?

Do I take out the Financial Road Map® that was completed on the Phone Consultation™ and recap the Values Staircase™ trying to take them higher? Then go into Pre-Commitment™?

During a Group Referral, the first person I offered the book to would not provide her business card and Ideal Life Worksheet in exchange for the book. I was not sure what to do, so I simply smiled and gave her the book (I was thinking, ‘OK then, no book for you’). The other seven people in the group followed the process perfectly and gave me their business cards and Ideal Life Worksheets in exchange for the book. Is there anything you would have said to the first person who would not provide their business card and Ideal Life Worksheet?

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