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.


Others in this category
b When running through the Financial Road Map® with existing clients that are older clients, is there a different way we should approach the tangible goal questions as it seems the older the clients, the less tangible goals that they have and what happens if a client cannot think of a tangible goal, how do you proceed from there? I have quite a number of older clients aged in their 70’s where this would occur.
b I'm new to Values-Based Financial Planning™ and am looking forward to the Academy 1 in October. In the meantime, I wanted your guidance on the following: I've been referred to a young family man who is dying. I'm wondering about how he'll react to a question like, “What’s Important About… To You?” and probably more so to the question about his tangible goals... especially as he doesn't have much of a road to look down. How do you handle conversations with people who are dying, especially young people with families?
b What’s the benefit of giving out or not giving out a copy of the Financial Road Map® at the end of the conversation?
b I have had a number of Financial Road Map® appointments recently where the person has indicated they have gone through significant planning recently and their perception is they have everything in place or at least have had their financial house looked at. I offered to complete the full Financial Road Map® and explained that the information he was giving me about recent planning was a little premature. I also explained that I was only offering the full Financial Road Map® at this stage and that something may or may not come of this and followed up by mentioning that, either way, the result was ok. I get the feeling they are not differentiating me from other financial planners, though. The Financial Road Map® Phone appointments are conducted with a calm way of being and with no expectation that the person will become a client. What could I say in this situation to show the prospective client we are different in our approach even though the Financial Road Map® is also very different?
b I have relationships with many business leaders and professionals in my community that I believe will be great referral sources. Most of them are not currently clients, so I have not conducted Financial Road Map Interviews™ with them. It seems logical that I would want to get them and their spouses in for a Financial Road Map Interview™ before I start asking them for referrals, but I’d like some help on what a reasonable process would be to lead up to scheduling those Financial Road Map Interviews™, i.e. face to face meeting to explain how I am expanding my practice, delivering the book, sharing the diagram of Trusted Advisor and Subject Matter Expert relationships. Or should I treat them as a self referral and follow that process?
» More articles