Article ID: 406
Last updated: 20 Nov, 2019
I appreciate that you are already thinking about being a better Financial Advisor who delivers more value to your clients. Well done!
The short answer is that you do the best you can with what you have. Rome wasn't built in a day, as the saying goes. It takes one to two years to build a Deliverables Team of best-in-class Subject Matter Experts who can help you deliver on the full Values-Based Financial Planning™ Value Proposition.
Your main objective during the evaluation phase of working with us is to do as many Financial Road Maps® as possible so that some of your existing clients do more business with you and your prospective clients hire you more quickly and do more business with you than they did when you did not use the Financial Road Map®. This produces two results:
1. It generates the money you will need invest in the Committed Advisor Program (CAP). You should have a $30,000 - $50,000 Return On Investment by the time you attend your first Academy in San Diego.
2. You get enough experience working with us for us to know if we should invite you to join our Committed Advisor Community and for you to know if you should accept if we do.
There are some options under the Commitment to Hire Frequently Asked Questions on the 24/7 Content Coaching Site that may help you craft a Commitment to Hire Conversation™ that is more in alignment with what you currently offer to your clients.
In the meantime, just think about being as full-service as you possibly can and use all the tools and resources at your disposable so that your clients can rely on you for everything they need to achieve their financial goals. You don't have to know what all the experts know. You just need to know the experts.
A journey of a thousand miles begins with a single step. Keep up the good work!
The short answer is that you do the best you can with what you have. Rome wasn't built in a day, as the saying goes. It takes one to two years to build a Deliverables Team of best-in-class Subject Matter Experts who can help you deliver on the full Values-Based Financial Planning™ Value Proposition.
Your main objective during the evaluation phase of working with us is to do as many Financial Road Maps® as possible so that some of your existing clients do more business with you and your prospective clients hire you more quickly and do more business with you than they did when you did not use the Financial Road Map®. This produces two results:
1. It generates the money you will need invest in the Committed Advisor Program (CAP). You should have a $30,000 - $50,000 Return On Investment by the time you attend your first Academy in San Diego.
2. You get enough experience working with us for us to know if we should invite you to join our Committed Advisor Community and for you to know if you should accept if we do.
There are some options under the Commitment to Hire Frequently Asked Questions on the 24/7 Content Coaching Site that may help you craft a Commitment to Hire Conversation™ that is more in alignment with what you currently offer to your clients.
In the meantime, just think about being as full-service as you possibly can and use all the tools and resources at your disposable so that your clients can rely on you for everything they need to achieve their financial goals. You don't have to know what all the experts know. You just need to know the experts.
A journey of a thousand miles begins with a single step. Keep up the good work!
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