Not during the Ideal Life Evaluation Program. If you continue your journey to implement the full Values-Based Financial Planning™ Turn-key Business Model you will learn how to find a best-in-class financial planner to write your plans. This will no longer be something you do. Your plan writer may or may not use Profiles. When you enter Implementation Meetings and Progress Meetings with clients there will be significant, behind the scenes, documentation for every piece of advice you have for your clients so they can achieve their goals. However, your clients are paying you for your advice, not to review all of the data. In fact, the simpler it is for them and the less of their time you consume, the more valuable you are to them.
You can make this adjustment cold-turkey or transition over time. In the meantime, complete as many Financial Road Maps® as you can and keep doing what you are doing to create the advice you give your clients to actualize their Financial Road Map®. By the time you come to the Academy in October you should have a significant (300 - 500%+) Return On Investment from your investment working with us.
