In beginning the Mastery Series™ 1, I am keenly aware of the power of the choice of words and their impact on the people we serve. Can you explain why we use the word REVENUE per client, in describing our ideal client profile and engagement terms?

Article ID: 212
Last updated: 20 Nov, 2019

It’s the kind of good, accurate, powerful, and compelling word you would expect a financial professional to use.


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b Can I do a Financial Road Map® in a group setting?
b How should I handle a Financial Road Map Interview™ with potential clients who are living together but not married and who don’t co-mingle their finances?
b After the initial Financial Road Map Interview™, when do I collect more details from the client to put together a detailed implementation plan, which is the next meeting, if the person becomes an Ideal Client? The Financial Road Map Interview™ does not collect the detailed information needed for a detailed implementation plan.
b When making the calls to schedule Financial Road Map® interviews with current clients, I've received the same reply numerous times. The client will often say something to the effect that he/she needs to check scheduling with their spouse and will get back to me with a time that works for the two of them. I reply that it is fine and confirm when I can check back in. I then send an email to the client I spoke with to serve as a reminder. Is there anything else I should be doing? I imagine that pressing to set an appointment on the phone, with language like, “Let's set a time that works for you, you'll check with your spouse and we can reschedule if necessary” is too “salesy”?
b How do you respond to a client who, during the Values Conversation™ of the Financial Road Map® Interview, keeps saying, "I'm not sure where we are going with this"? Is this a sign that I should disengage? If so, how?
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