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What is the course of action if the Ideal Client agrees to move forward after the Commitment to Hire Conversation, but does not carry a check-book (very few people these days do)? Are documents accepted? Is the follow-up meeting planned? Work started? Etc.?

Article ID: 327
Last updated: 20 Nov, 2019
When you schedule the appointment ask them to bring their checkbook. If they don’t bring it, just have them mail one.
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folder Commitment to Hire Conversation™
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folder Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

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b How do you determine what Planning Fee is appropriate for each client? I would imagine that different client circumstances require a different Planning Fee. You mention on tape from $2500-$3000. This seems high to me.
b Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?
b Under my current model, there are different means of compensation, depending upon the deliverable (I.e., planning fee, % of AUM, insurance commission, other). It seems that the planning fee would logically be part of the Commitment to Hire. When would the other pieces be brought into the discussion?
b Should I let the client explain their financial documents? I find that it's often easier if the client explains their financial documents, since they know how to best interpret what they've brought.
b If we cannot charge a fee now, but may be able to in the future, how do you recommend discussing this with clients when we complete the Financial Road Map?
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