What do you do if someone shows up 15 minutes late for a Financial Road Map® meeting after having rescheduled twice?

Article ID: 255

Last updated: 20 Nov, 2019

If you are asking me, personally, what I would do… I would accept that as a “sign from God” that this person is not an Ideal Client and not meet with them.

Just for clarification, do your Ideal Clients show up on time and prepared for their meetings?

Fundamentally, this is why very few advisors build Ideal Client Communities… they are too busy dealing with all the idiosyncrasies of their non Ideal Clients.

« Can I, after looking through a client documents on the spot...

I do not have a securities license as of yet. I only have Life... »

Others in this category

My RIA Financial Plan Contract specifies the delivery of a written financial plan that addresses certain specified areas. Implementation is totally separate and not included with the plan. I am having problems reconciling what I am now learning, with the requirements of my RIA (including a "complete" plan with recommendations). What do you recommend as a temporary "bridge' between the two approaches? (Note: both are "values based", they just go about it differently).

How important is it to stick to the script ver batim to achieve the desired effect with clients?

I am having trouble with clients who seem to have no goals. So they are trying to answer questions they seem to have no idea about. I was thinking of creating a slide show similar to the one you did with us. "i.e. if you can see it you can be it" I myself found that truly inspirational and for me was then far easier to think big and open up properly. I was thinking of doing it before the values conversation to really get them in the right frame of mine about creating their ideal life. What are your thoughts?

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?

As a "newbie" to the Bachrach & Associates process, I have been told that the focus of this initial part of my education is on the Financial Road Map® presentation. However, assuming the success of my training, I will be getting clients. EXACTLY what is it that I can offer these people that I can deliver on that is consistent with the Bachrach & Associates training?

» More articles