Ask a Question | FAQ Home | Browse by category
Home / Commitment to Hire Conversation™

During our Commitment to Hire™ and Commitment to Implement Conversations™, the clients expresses their concern that, “we not go too fast.” They agreed to all the money, but, that does not mean all the money RIGHT NOW (Or even the day we are scheduled to begin implementation). We are talking here about the entirety of their life's work, their health and the rest of their lives, their savings, investments, home, their children and grandchildren's future - and they are justifiably cautious about making a global decision - Trust - but verify. It is only prudent and wise financial planning! Are top advisors taking All The Money on that first implementation day? How does THAT happen?

Article ID: 298
Last updated: 20 Nov, 2019

The main reason that it’s not happening for you is because you don’t believe it’s a good idea for them to move everything to you. Therefore, you are telegraphing that in your way of being.

And, YES, many advisors have their clients agree to move EVERYTHING to them during Commitment to Hire™ and Commitment to Implement™ and the clients actually follow through during the Implementation Meeting™.

The question is, “is it better for the client to move everything so one advisor is the orchestra conductor?” And the answer is yes. Why?

Consolidate. Coordinate. Simplify.

Attached files
item Agreed to money but not all right now.mp3 (6.07 mb) Download

Also listed in
folder Commitment to Implement Conversation™
folder Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

Prev
Next
« Is there a point at which I don’t request an Financial Road Map...
I recently had a client say that she did want to hire me, but as... »

Others in this category
b I have been following the script with Commitment to Hire Conversation ™ and detailing them exactly what they will get. We had a Follow-Up Meeting the other day with a client where we do a Risk Profile (legal requirement) and they were asking further questions around money management etc. Although they knew they were getting a plan they didn’t realize we handled everything (i.e. professional money management) and they said if they realized we did so much they would have been far keener to go ahead. Should we also have a list of client deliverables to show them?
b Is it possible to have clients that are not Ideal Clients yet, but may be Ideal Clients in the future?
b At the end of the most recent webinar you gave an example of what you would say to a prospect who wanted to wait on doing a plan. One of the things you mentioned is that the advisor’s main benefit is not in the plan or any other technical work, but in the coaching and accountability. I hate to ask, but why don’t we include that in the script to make sure every prospect knows just what they are getting and why this will be different?
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 What is the script that should be used for a Commitment to Hire while I am only being paid in commissions at this time?
» More articles

Powered by KBPublisher (Knowledge base software)