Sign in

Ask a Question | FAQ Home |

Browse by category

Do you have many advisors that meet at client’s houses during the transition to the ideal practice? If so, is there any wording that you would use in setting up those appointments?

Article ID: 247

Last updated: 20 Nov, 2019

Schedule all meetings at your office. We do not provide any coaching for what to do that’s not consistent with our process.

Also listed in

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

« When I have a phone consultation with an individual or couple,...

Would you go through some of your thought processes as you... »

Others in this category

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?

For a client who declined a Financial Road Map® interview two months ago, is it OK to send a book and newsletter, followed by an invitation to do the Financial Road Map® again?

I am new to the Ideal Life Evaluation Program. A large percentage of the clients who fit my Ideal Client Profile are out of state. What should I do?

I conducted a Self-Referral and I have made many Follow-Up Calls without a return call to date. I believe I gathered good Meaningful, Important, Significant, and Compelling information and inputted it appropriately. When leaving a Follow-Up Call message after many attempts is there anything you would add to the Follow-Up Call script to try and get closure – to find out if they interested in a Phone Consultation™ or not?

I am a CPA and I am beginning to use the Financial Road Map® to bring more of our tax clients on as financial planning Why am I so hesitant to make calls to my existing clients? I know most of my tax clients have Financial Advisors and I am always worried that they think I am just trying to sell them something. What's wrong with me?

» More articles

Powered by KBPublisher (Knowledge base software)