Ask a Question | FAQ Home | Browse by category
Home / Miscellaneous

Should I record all meetings, not just the Financial Road Map®?

Article ID: 379
Last updated: 20 Nov, 2019

Yes

Prev
Next
« I am in self referral land, and I've had a few occasions when...
After completing the Financial Road Map® Interview with friends... »

Others in this category
b Is the best path forward for me (a Certified Financial Planner®) to take the Series 65 registration to gain IAR status? Could you shed some light on this?
b Say that I want my Ideal Clients to pay me $5000 per year, ideally where does that income come from? Planning fees, AUM, insurance sales?
b How long will it take me to get as good as a 9-year old?
b What would be the ideal software suite for the financial planning Subject Matter Expert to use, or as a tool to tie it all together as the Trusted Advisor? We're looking at either MoneyGuidePro or eMoney Advisor 360 Pro.
b I have been running a "quarterback" model business for the last few years so hiring me to do what I’ve already been doing BUT much better shouldn’t even be questioned. However, most clients I have on a AUM fee, discretionary agreement. I'd like to present a new "flat fee" discretionary agreement, with formalizing me as the Trusted Advisor. Do you have an outline of items recommended in the agreement or examples I can give my attorney to create one for me. AND should I use the Commitment to Hire part of the Financial Road Map® meeting to have them sign to commit?
» More articles

Powered by KBPublisher (Knowledge base software)