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.

Article ID: 302

Last updated: 20 Nov, 2019

If they bring ALL of their financial documents to the Financial Road Map Interview™ and answer all four pieces of each goal you have almost everything you need to create their plan and prepare for the Implementation Meeting™. Do not waste their time asking them to fill out data in fact-finders for info like their Social Security Number when that information is contained in several of the documents they are leaving with you.

If you need to do things like a risk tolerance questionnaire you have 3 choices to get that done:
1. Immediately following Commitment to Implement™.
2. As a homework assignment which they complete and return to you, preferably online.
3. During a phone appointment between the Financial Road Map Interview™ and Implementation Meeting™.

It is common to speak with your client on the phone or communicate by email between the Financial Road Map Interview™ and the Implementation Meeting™ as you and your team are working on the plan to prepare for the Implementation Meeting™.

Also listed in

Implementation Meeting

« When doing Financial Road Maps® for existing clients, I know...

Do I take out the Financial Road Map® that was completed on the... »

Others in this category

How do I ask for a commitment when the person is already a client?

What do I do when I have to have separate Financial Road Map® phone appointments for spouses?

How should I handle a Financial Road Map Interview™ with potential clients who are living together but not married and who don’t co-mingle their finances?

I love the notion of, "Showing up ready to be no place else," and thought it was tremendously effective during the Academy. Would you ever consider asking clients and prospects to do the same? E.g., asking them to leave their cell phones with the receptionist? Or maybe a softer approach like, "We find clients get the most benefit from these meetings when they are able to completely focus on the discussion. If you'd like, our receptionist would be happy to keep your cell phones for you and can let you know if you get a call or text from a specific person (e.g. your kids)."

In some recent Financial Road Map Interviews™, my friends have been joking around with their spouses and it's made us go longer than an hour but it seems like they're enjoying themselves. How would you handle this, if at all?

» More articles