Sign in

Ask a Question | FAQ Home |

Browse by category

I found it beneficial to receive a PDF copy of my Success Road Map®, to easily reference versus scanning my actual one. Do we have something similar to provide to customers. For example, once I do a Financial Road Map®, I would like to maintain one in my clients file and reference that in every meeting. I would also like the client to have one - do you have a tool or suggestions to simplify that?

Article ID: 283

Last updated: 20 Nov, 2019

Give your clients a hand-written Financial Road Map® at every Progress Meeting. It’s more personal.

Also listed in

Progress Meeting

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

I have just started the program and just starting to practice... »

Others in this category

When you say, "Now let me tell you what you are going to get," and go through that language, are you showing the other items they will get? Value adds? eMoney, Newsletter, etc. Could I show the eMoney commercial at this point?

I want to keep accurate numbers and had a question about just what qualifies as Ideal Client Acquisition Time. I'm involved in Self Referrals. If I am talking to someone and during the conversation, I realize that they don't have the resources to become an Ideal Client, would it qualify for Ideal Client Acquisition time if I would then offer to send the book, potential Financial Road Map®, etc. I'm struggling with not counting that as Ideal Client Acquisition time vs. counting it because "everyone deserves a Financial Road Map®". Your thoughts, please.

Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.

After the initial Financial Road Map Interview™, when do I collect more details from the client to put together a detailed implementation plan, which is the next meeting, if the person becomes an Ideal Client? The Financial Road Map Interview™ does not collect the detailed information needed for a detailed implementation plan.

I frequently work with wealthy widows. They are not part of a couple, nor are they looking to begin a relationship. Is there a version of the Financial Road Map® that has one Values Staircase™ or do you have any advice on how to effectively handle this situation the best way possible?

» More articles

Powered by KBPublisher (Knowledge base software)