As a new Financial Planner & the designated Values Based Financial Planner in the office, occasionally I do a Financial Road Map® with existing investment clients of the firm & one of the firm’s Partners, who has the relationship with the client, also sits in on the Financial Road Map® process. Any thoughts, comments or suggestions for me?

Just to be sure that they keep their mouth shut and don’t interfere with what you’re doing. Especially if they try to let the client off the hook when it comes to making commitments or paying the fees, which is the tendency of the veteran advisor in your office. Even worse, is the planner who tends to over-explain technical details or sell products or programs.