In the Financial Road Map Interview™ script there is no area where the fees are discussed. Fees are obviously an important part of a client’s decision making, when should this be mentioned during the Financial Road Map Interview™? Is there a specific way this should be projected to the client?

Article ID: 285
Last updated: 20 Nov, 2019
This is covered in Commitment to Hire. Have you watched the DVD of the Financial Road Map Interview™?
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folder Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.


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b Can you point me in the right direction for a letter or document I can provide Potential Ideal Clients who may want to talk with existing Ideal Clients about our work. Is there a template – I am sure it has been spoken about but cannot easily find anything online. I Have a 2nd round meeting this Friday with Potential Ideal Clients that said yes, and then thought about the fee and said it was too much. I want to have something I can give for them to call existing Ideal Clients. Have chatted with some existing Ideal Clients and they are happy to take calls.
b 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?
b How do we "politely disengage" during the Financial Road Map Interview™ process prior to the Commitment to Hire Conversation™ if we don't feel it will be a "good fit"?
b I had two Financial Road Maps® in a row that ended with “I’ll think about it.” How should I handle such a response?
b I am struggling not discussing an ongoing fee in Financial Road Map® Meeting. During this conversation the clients ask me how much? The Financial Road Map® Meeting has been around 45 minutes so far and going well. I say $5,000 for the initial plan. They say what do you get? I then run through my 2 page letter of engagement which outlines upfront and ongoing service offering and takes another 45 minutes. After 1.5 hours I feel like the clients are tired and the "would you like to proceed” has lost its presence because of the meeting time. How do I avoid this? I would love to skip the letter of engagement all together, should I just briefly talk about deliverables team (which I have) best-in-class Subject Matters Experts. I am also struggling to understand in the Implementation Meeting how to address the ongoing fee is $1k-$3k per month and not go over the plan in any detail.
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