Can you clarify when to give a Values-Based Financial Planning™ book to an existing client? I set appointments with existing clients and do the Old World, New World introduction and then the Financial Road Map®. Should I always give the Values-Based Financial Planning™ book to the clients if they hire me?

Article ID: 408

Last updated: 20 Nov, 2019

You may choose not to give your existing clients the book. Once they have experienced the benefit of Values-Based Financial Planning™ by working with you they don't really need to read about it. If they want a copy of the book for their library and ask for it, fine. Otherwise, I wouldn't offer it or make a big deal of it.

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Commitment to Hire Conversation™

Miscellaneous

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

Commitment to Hire Conversation™ -> Ideal Clients v. Non-Ideal Clients/Survival Clients

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