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I have worked with many of my existing clients for several years and when we first met I conducted a Values Conversation but did not continue through the remaining parts. Now I am having discussions with these people by the Old World/New World™ Conversations. My question is do I do a completely new Financial Road map® from start to finish or do I start from their old staircase of answers. Understand most of these clients had the Values Conversation over 5 years ago.

Article ID: 361
Last updated: 20 Nov, 2019
Start with a fresh Financial Road Map®.
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b Often, when I am engaged in Self-Referrals with high-net worth prospects, I will encounter a prospect who expresses some interest in Values-Based Financial Planning™, however, they will wander off into a conversation about another, non-related investment topic. What scripting suggestions do you have for this circumstance?
b I have a couple clients that I have known and worked with at Fisher Investments. They have been very close to hiring me prior to my involvement with BAI. The following is an email I plan on sending to one of them I was hoping you could review it and give me some feedback?
b I have a client who I have never met with, and I spoke to him for the first time to schedule a Financial Road Map Interview™. He told me that he and his wife were too busy to meet because of their hectic work schedule, but he wanted me to mail him literature on the Financial Road Map®. What do I do in this situation?
b Is there anything else you would suggest to be more effective in getting my existing clients in for a Financial Road Map Interview™?
b When I have a phone consultation with an individual or couple, and I ask, “What do you think the value would be for you to have a complete Financial Road Map®?” They often give an answer that sounds more like the benefit they would get from having a complete financial *plan* (not just a Roadmap). Should I say, “That sounds like a benefit you would get from having a complete plan? What would be the value to having just a Financial Road Map®?” Or should I just let it go?
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