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After you complete a Financial Road Map Interview™ with a potential or future client, who should keep the Financial Road Map®?

Article ID: 210
Last updated: 20 Nov, 2019

You keep the Financial Road Map®. If they ask for a copy make them one.

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b I recently completed the Planning Process and Implementation for a new client. This process was a 7-step process that culminated in a comprehensive plan and the client implementing all of our recommendations (life, disability, P/C, Investment Management, etc.). The planning process and implementation have taken 6 months to complete. While I want to respect the client's time, he is also advocating for our services under our old model. What is the best time to move forward with conducting the Financial Road Map® Interview. Should I schedule it as soon as possible or try and conduct it at the first Renewal Meeting in about 4 months?
b Can I, after looking through a client documents on the spot decide what to charge? Meaning, if they have one million in assets that I could manage, do I not charge them a planning fee? I could recoup the cost for the plan from the management fees?
b I am the sole person in my office. Is it still appropriate for me to use "we" when it is really just "me"? What is the thinking and rational behind this?
b I have been following the script with Commitment to Hire Conversation ™ and detailing them exactly what they will get. We had a Follow-Up Meeting the other day with a client where we do a Risk Profile (legal requirement) and they were asking further questions around money management etc. Although they knew they were getting a plan they didn’t realize we handled everything (i.e. professional money management) and they said if they realized we did so much they would have been far keener to go ahead. Should we also have a list of client deliverables to show them?
b What do you do if someone shows up 15 minutes late for a Financial Road Map® meeting after having rescheduled twice?
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