Sometimes prospects determine to work with me at a date later than the Financial Road Map Interview™. Many times, I’m just talking with one spouse in the follow up. What’s the best way to do an effective Commitment to Implement™ in these cases?

Article ID: 300

Last updated: 20 Nov, 2019

I would have both spouses come back to the office to complete the paperwork that facilitates hiring you and have the Commitment to Implement Conversation™. At the very least, both spouses should be on the phone at the same time for Commitment to Implement™. You have correctly assessed that you cannot do Commitment to Implement™ with one spouse.

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Prospects to work with me at a later date.mp3 (2.48 mb)

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