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Is there a letter you use when sending out the Quality of Life™ Enhancer Exercise?

Article ID: 419
Last updated: 20 Nov, 2019
I recommend doing the Quality of Life™ Enhancer Exercise in-person.
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b Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?
b In my Financial Road Map® Conversations I find that my clients want to talk about the deck, car and the children’s education when I am trying to dig out their Core Values. I am not sure if I am making mistakes or just need to redirect them to their values. I am telling them that we will discuss the Goals in just a few minutes but need for them to go through the Values Conversation™.
b What if the two do not agree on a goal? Or, When one participant does not respond affirmatively to (or at all) to the goal of the other, how should the advisor ask if they approve / agree?
b What date do you have them imagine that they are “there” since there are multiple dates?
b I have had a number of Financial Road Map® Appointments recently where the time of the appointment has gone to two hours. By the time I have thoroughly gone through the values of each partner and then cover their goals (in both instances this has been around 5 goals) and completed the All the Money Conversation™ and the Commitment to Hire Conversation™, it is going on close to 90-120 mins. I cannot see where there is time that we are wasting. There is little chit chat, however, at times, clients discuss some of their goals and that may take a little longer. I am not sure whether I am going too far with this. Can you please provide some comments around this or strategies I can use to reduce the time I spend on each Financial Road Map® Interview?
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