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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We do not do tax preparation in our office so when preparing end-of-year tax planning are we meeting with the client and their Certified Public Accountant or just the Certified Public Accountant? This seems to be a fourth meeting. As we begin time-blocking the Three Meeting Process we are realizing that having these meetings with all 124 Ideal Clients (or their Certified Public Accountants) in September, October, and November will require a substantial amount of time. How do we keep on track with the Three Meeting Process with this fourth meeting?

I have conducted Financial Road Maps with a few clients approximately 1 year ago. I did NOT ask them to join my Ideal Client Community at the time as I did not feel they could afford my Predictable Minimum Annual Recurring Revenue and / or they did not have enough assets. They are currently survival clients. I would like to ask them to come in again to update their Financial Road Maps and at the same time ask them to join our ideal client community as I have more clarity around their income and feel they could now pay my Predictable Minimum Annual Recurring Revenue. How would you suggest I conduct this second meeting? For example, should I ask them to bring in all their documents again, update their Financial Road Maps, and go through commitment to hire outlining exactly what they get and what it costs to join the ideal client community and see where it goes?

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

At last Progress Meeting I asked for introductions and this was the response. "We have approached our friends and everybody is in the frame of mind they have their things in order, they have their ducks in a row and don't want to talk about it?" I responded - this is about sharing the positive experience that you have had with Values-Based Financial Planning™( security, peace of mind) and allowing others to have a Financial Road Map® to guide their decisions. Bill how would you have responded?

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

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