Is it common to see Success Road Map® profiles change as we gain more experience with them and the Values Based Financial Planning™ process? If I can adequately, enjoyably, and profitably serve a higher number of clients of a profile that has little less annual reoccurring revenue than I originally stated on my Success Road Map®, should I?

Article ID: 36

Last updated: 20 Nov, 2019

This is a common mistake of advisors who are new to the idea of building an Ideal Client Community and you are missing one of the coolest things about the Being Done™ Journey. If you only accept clients who meet your Predictable Minimum Annual Recurring Revenue now you will either end up with more total revenue/year when you get done or you can be done sooner. It is common for advisors during the Being Done™ Journey to realize that they need more revenue to build their staff and Deliverables Team, or that it’s nice to have extra money for quality of life things, or they use the excess to fund a foundation or some other worthwhile philanthropic goal.

My advice is that you set a Predictible Minimum Annual Recurring Revenue number and honor it, rather than accepting clients who don’t meet your Ideal Client Profile, but will grow into it later.

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