What is the script for reviewing and / or redoing their Financial Road Maps®? Do I re-read their values and then slip into asking if they have more to add before proceeding onto their archived goals that need revised target dates and goals that need to be added? I feel uncomfortable just starting with a new blank Financial Road Maps®.

Article ID: 432

Last updated: 20 Nov, 2019

You review their current Financial Road Map®, after the review of their values and the goals on their Financial Road Map, ask if they have new goals to add and / or existing goals to eliminate or modify.

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Financial Road Map® Misc.

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I gather that, at the Implementation Meeting and the Progress Meeting, the meeting should start with a review of the client’s values and goals. But rather than summarize it ourselves we should have the client walk us up their values staircase and articulate their goals. Can you give an example of how you might position that and any other notes about how to get the client used to doing that each Progress Meeting?

Is there a script for scheduling a Phone Appointment for the Trusted Advisor to take the client through the Quality of Life™ Enhancer Exercise?

I have an Ideal Client who has given me referrals but has not contacted the referrals for permission to send the books, newsletters, and follow-up call. What’s the conversation to have with the Ideal Client so that they will follow through and contact the referrals so that I can finish the process?

Many clients appear to be busy this summer and have been putting off, or canceling, Progress Meetings. Is this a reflection of perceived value they are receiving at the meeting, or do they feel all is under control and that I am taking care of it? Do you have some ideas on how to keep the relationships close while we are apart?

I would like clarification on the use of the Financial Road Map® in Progress Meetings. My understanding is that you are to prepare a new Financial Road Map® with the updated Goals and Current Value of Funds in the All the Money section. We are looking at whether there is a more efficient way of doing this, such as using soft copy that is updated at every progress meeting, given that the Goals and All the Money section are the only areas that are changed. Can you please set the record straight on how this is to be prepared for the meeting? We are trying to reduce any unnecessary work.

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