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™.

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Financial Road Map® Misc.

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