Because I am both building my Ideal Client Community AND accepting survival clients until I reach “critical mass”, how would the Commitment to Hire Conversation™ script go for these survival clients after, “So we’ve come to the point in our time together for you to decide whether or not you want us to create a written financial strategy for you. Now let me tell you exactly what you’re going to get….”. I don’t intend to provide the same level of deliverables and service to them as to Ideal Clients, and I also want to communicate the goal of Being Done™, the point in time when I will no longer be able to serve them. Scripting suggestions?

Article ID: 208

Last updated: 20 Nov, 2019

Just tell the truth of about what you are going to do for them and how much they will pay for that.

I wouldn’t explain all the details about being done and that there will come a time when you will no longer be able to serve them during Commitment to Hire Conversation™. This may be more appropriate in the Implementation Meeting Conversation™.

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Commitment to Hire Conversation™ -> Ideal Clients v. Non-Ideal Clients/Survival Clients

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Should we prepare a list or outline of our Deliverables Team to show to people in the event they ask a question during the Commitment to Hire Conversation™, or just outline it verbally to them?

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I am new to Values-Based Financial Planning™ and under my organization I do not yet have a Deliverables Team. We are in the process of creating it but it may be months to a year down the road as an organization. How do I build a plan in the meantime that will create or show how my quoted fee or desired fee of $5000 per year is paid or able to be paid by the client?

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