I am struggling having potential clients meet me in my office to do their Financial Road Map®. We are working on scripting and memorizing the Financial Road Map®. The challenge is three fold. 1. This is a our second time getting back in Values-Based Financial Planning™ and all of our customers have some, if not a lot of exposure to the Values- Based Financial Planning™ book, newsletter, Financial Road Map®, our desire for limited client base, etc. 2. We are at a point where I need survival clients. 3. We have developed various pieces of our own Intellectual Property and Brand Identity. So at this point I have questions regarding melding that all together. The core script does not lend itself to those situations fully, but I may be missing something. I believe I can still make it work, yet your teachings seem to discourage that - Thoughts?

Article ID: 282

Last updated: 20 Nov, 2019

First of all, believe it or not, a big part of your problem is that you use the term “customer” to refer to your clients. Customer is a transactional term that is most appropriate in a retail sales environment. Ie: Walmart has customers. Trusted Advisors have clients. Your mindset has to shift in order to succeed with a Trusted Advisor, client-centered method like Values-Based Financial Planning™.

I understand that you may need some survival clients, but you probably need fewer than you think if you’ll seriously, consistently, and diligently apply what you are learning from us.

As for your business model...scrap it. Your brand is that you are a Values-Based Financial Planner™ who helps your clients get their entire financial house in perfect order and keep it that way forever.

Values-Based Financial Planning™ is a complete turn-key business model. You need to decide if you are going to use our method – which is proven to work brilliantly, or yours – which has no significant track record of success, but you like it because you made it up. Do you want to create your Ideal Life of stroke your ego?

Pick ONE. Values-Based Financial Planning™ does not integrate into other systems nor do other systems integrate into Values-Based Financial Planning™.

The more you resist doing what we teach the way we teach it the longer you extend your journey. If you really want to create your Ideal Life in 4 years, or less, by building an Ideal Client Community, by referral only, using the Values-Based Financial Planning™ Turn-Key Business Model do exactly what we tell you to do and stop doing everything we tell you to stop doing.

We’re glad to have you back. This time… follow the process.

And, while that may sound arrogant, it’s actually just the confidence of having a program with a proven track record of success.

There is a saying that 90% of people are not swayed by the facts. Don’t be one of them.

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