What are polite ways to disengage? Can you offer some example scripts for disengaging at different points of the Financial Road Map® or role play a conversation for us?

Article ID: 211

Last updated: 20 Nov, 2019

You can use this script anytime during the Financial Road Map Interview™:

I’m getting the impression that you are not enjoying or finding value in our conversation today. Even though we agreed to meet for an hour today, I propose that we end our meeting and each do something more personally valuable with our time than just trudge through something that isn’t working for you. What do you think?

If it’s during Commitment to Hire Conversation™: Just don’t offer to be hired, instead say something like, “Well, I hope you got some value from completing your Financial Road Map® today. You can take this with you and use it as a guide for making better decisions about your money on your own or find it useful in selecting the right Financial Advisor for you.

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