My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?

Article ID: 390

Last updated: 20 Nov, 2019

Be clear about the "ground rules" in advance. This is HER Financial Road Map Interview™ and SHE will have a much better experience if he just lets her think and answer the questions for herself. I suspect most of his questions will be after Commitment to Hire, if you choose to offer to be hired.

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I had a Financial Road Map® scheduled today with a prospect that canceled. He and his wife are indecisive as to whether they want to meet or not. He is very young, about 25, and probably not an ideal client. Should I continue to call him to reschedule the road map or let him take the initiative and call me to reschedule?

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