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.
Also listed in
folder Progress Meeting


Others in this category
b Could you please provide some scripting or options around disengaging clients once you have completed the Values Staircase™ with them? If they are not your Ideal Clients…
b My accountability coach recommended that I use the Financial Road Map® with all of my clients in order to gain practice and experience with the process. In situations, however, where I know that my clients do not fit my ideal client profile and in all likelihood will in fact be a fit, as clients for my comprehensive planning offering. Would my time be better spent prospecting for referrals with on profile clients who have experienced the Financial Road Map® for more ideal on profile clients like themselves?
b I have long-time clients who, for the most part, have been completing Financial Road Maps® with me. When I get to Commitment to Implement Conversation™ section, I haven't been asking for that firstly because I cannot charge a hard dollar fee and secondly, if I had a form for them to sign, the form would basically not have meaning as I work for Merrill Lynch and they would not approve of a form that the client to sign for implementing a plan. How do I handle this?
b 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.
b I am having an appointment with clients who reside in Riyadh, Saudi Arabia. I Would really like to complete a Financial Road Map® with them. May I use Skype or what are your recommendations.
» More articles