If the customer doesn’t think of a tangible goal that should be considered, do you recommend that we continue to set goals until it’s identified or should we offer suggestions?

Article ID: 174
Last updated: 20 Nov, 2019
Keep in mind that you are building an Ideal Client Community. Wouldn’t a person who meets your Ideal Client Profile be able to set goals and think of everything that’s relevant for them to have the life they want? And remember, you are building and Ideal CLIENT community. You don’t want customers.

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b In the cases when it is obvious that resources/goals are not realistic in the Financial RoadMap interview, would you tell them they will probably have to adjust their goals, or do you politely disengage?
b When running through the Financial Road Map® with existing clients that are older clients, is there a different way we should approach the tangible goal questions as it seems the older the clients, the less tangible goals that they have and what happens if a client cannot think of a tangible goal, how do you proceed from there? I have quite a number of older clients aged in their 70’s where this would occur.
b Is there a script for scheduling a Phone Appointment for the Trusted Advisor to take the client through the Quality of Life™ Enhancer Exercise?
b During the Goals Conversation™ a client asks me for some examples of typical and/or common goals people may have. I then answer, for example, some people want to buy a cottage, fund children’s education, retire at 55 etc. Should I provide these examples to provide clarity or not?
b In asking the question at the end of the Financial Road Map® interview about finding value in the map, do you set the price then and state it as yearly or just simply state the initial cost of putting it together?
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