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.

Others in this category
b On the Financial Road Map® Interview Self-Evaluation Form, what does ‘we are/are not clear about the priority of each goal’ refer to? When are we supposed to discuss ranking the goals in order of priority?
b The Advisor Roadmap has only three goals. How / when do you get deeper if there are more? Such as, Money Guide Pro has many goals that can be discussed. When in the process do you gather more goals?
b What do I do when the partner who goes second during the Values & Goals Conversations™ says, "My answers are the same as my partners," or, "I don't need to go up the Values Staircase™."
b During the Goals conversation, is it OK to guide the participants towards a "Financial independence/retirement" goal if I know from the Values Staircase™ that is important to them but they don't volunteer it as a goal?
b What date do you have them imagine that they are “there” since there are multiple dates?
» More articles