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The 'already have an advisor' question during the Follow Up Phone Call has a scripted answer (Mod.#5, p.103) that has not worked very well for me. Is it OK to use the script for the same question during the Phone Consultation (Mod.#6, p.43) as it addresses more directly the benefit of having a Financial Road Map® regardless of the advisor? [E.g. "That's fine. Then you'll appreciate Values-Based Financial Planning™ and having a Financial Road Map®. It'll enhance the work you do with your current advisor. You can compare your existing plan to your Financial Road Map®, and you'll know for sure that you're on track.]

Article ID: 366
Last updated: 20 Nov, 2019

Yes.

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folder Before Financial Road Map™
folder Referral Process/ Follow-Up Phone Call
folder Referral Process/ Misc.
private Referral Process/ Follow-Up Phone Call -> Referral Process/Follow-Up Phone Call Misc.

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