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 I had a great Financial Road Map® Meeting. One of my potential Ideal Clients said, “This was great we really found value, and we want to seriously discuss this before we move forward.” I get back in touch with them and they said that they are not ready to move forward for whatever reason. They like the process, and maybe it is truly just not a good time for them, or they are on the fence, have not made a final decision etc. They meet my profile for an Ideal Client. How do I continue to stay in touch and follow-up without being annoying and still keep them in my pool until I am done?
b A client owns a business which has several insurance policies, significant debt with banks and other lenders, and even an investment portfolio. The owner employs a CFO to oversee those issues. Are we offering in the Commit to Hire Conversation™ to handle these areas for the client in addition to their personal insurance, debt, and investments?
b How well does the Mastery Series™ work for advisors who do not work off fees?
b Is there a point at which I don’t request an Financial Road Map with existing clients (accounts too small, don’t want to work with them, etc).
b What should I say to survival clients after I conduct the Financial Road Map® and they do not fit my Ideal Client Profile, but I intend to keep them for survival revenue as I build my Ideal Client Community?
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