During the Implementation Meeting, the client signs the documents to transfer investment accounts. When is an appropriate time to ascertain asset allocation with the client, since it is not a discussion in the Financial Road Map Interview™?

Article ID: 168

Last updated: 20 Nov, 2019

You, or preferably, your money management Subject Matter Expert, created the right asset allocation for them to achieve their goals before the Implementation Meeting. When they sign the documents to transfer the money they are agreeing to the asset allocation. If what you are referring to is the risk tolerance conversation or questionnaire, which was done after the Commitment to Implement Conversation™ of the Financial Road Map Interview™.

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