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 Going into my first Financial Road Map® interview, do clients ever ask or express skepticism/sarcasm at the, ‘What’s Important About…To You’ questions because it's just a fill in the blank formula. I ask because someone I practiced with asked this and I must admit that I felt a similar feeling. I know that the process works and gets to important values, but it feels almost too simple. Please offer your thoughts and perspective.
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b I am having an appointment with clients who reside in Riyadh, Saudi Arabia. I Would really like to complete a Financial Road Map® with them. May I use Skype or what are your recommendations.
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