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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 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 I see in the Progress Meeting agenda for the Goal Progress Outlook meeting that the client can be given the Quality of Life™ Enhancer exercise as homework. I am MORE under the impression that this exercise should be done in person and administered by me. Why does it refer to the Quality of Life™ enhancer exercise as homework? Am I missing something?
b Some of my best clients are those who have retired and are using their pension lump sums to fund their retirement income. The markets since 2007 have eroded over half of their pension asset and now their monthly incomes are in real jeopardy of running out. Six years after retiring they may have to go back to work. How can I re-set the stage with them when their goal was to have enough money not to worry and now clearly they do not?? And how do I ask them what their goals are considering that their most fundamental goals are no longer working out.
b Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?
b In asking the question at the end of the Financial Road Map® interview about finding value in the map, do you set the price then and state it as yearly or just simply state the initial cost of putting it together?
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