I would like clarification on the use of the Financial Road Map® in Progress Meetings. My understanding is that you are to prepare a new Financial Road Map® with the updated Goals and Current Value of Funds in the All the Money section. We are looking at whether there is a more efficient way of doing this, such as using soft copy that is updated at every progress meeting, given that the Goals and All the Money section are the only areas that are changed. Can you please set the record straight on how this is to be prepared for the meeting? We are trying to reduce any unnecessary work.

Article ID: 401
Last updated: 20 Nov, 2019
Someone on your team hand-writes the updated Financial Road Map®. It's more personal; high-touch in a high-tech world.
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b I have a relationship [developed last year - "pre-BAI"] with a senior person at the Major League Baseball Players Alumni Association that needs to be followed-up on. In fact, he owes me a call that I would like to preempt by calling him. I believe the Financial Road Map® experience, and the three meeting process, etc., could offer solutions to many of the problems voiced to me by not just Major League Baseball, but by others in professional sports [some of whom I may have access through people I know]. I need the words to use for my centers of influence [these with direct access to sports personalities] to get them to give me access to their constituents. This is not a situation for me to run a Road Map [they are not physically close] but one where I would like to get their interest to possibly invite me to meet with their Board and/or refer me directly. I need a script!
b If I give the Financial Road Map® to the client after the interview how do I update it if they become part of the Ideal Client Community?
b How can I increase my knowledge of, and mastery of, creating financial plans for clients? Do I need to pursue something like a CFP?
b Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?
b How long will it take me to get as good as a 9-year old?
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