I have done my first few Financial Road Maps® and 2 people were adamant against recording the meeting. Should I press on without recording or politely disengage with this client. Any suggestions on how to address these concerns beyond the script?

Article ID: 349
Last updated: 20 Nov, 2019
It's HIGHLY unusual to even get a question about the recording, let alone someone being adamant against it. Therefore, my first suggestion is that you really consider how well you followed the script for opening a Financial Road Map Interview™. Your way of being is also important. The right way of being is coming from the place of wanting to do the best possible job to help them, which is why you are recording. Are you relaxed? When you are supposed to pause do you pause? When there is a question mark do you actually ask the question and not flatten questions into statements? If a person is reluctant for you to record, reiterate that you are recording in order to do the best possible job for them. If, after all that, a person still refused to let you record you are almost certainly dealing with a "don't trust anybody." The sooner you accept that and move on the better. It's your call whether or not you continue for practice.
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