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?

Your job is to make sure it gets done, not to do it for them or to necessarily meet with their accountant. This is also something that your Director of Client Services would coordinate to be sure it happens. (At this point you may not yet have a Director of Client Services.)

It's definitely not a 4th meeting. That being said, for some of your clients in certain situations you may get involved with them and their accountants, lawyers, and / or other outside experts to help them deal with or resolve issues related to them getting their entire financial house in perfect order and keep it that way forever. For example your client might be a business owner who working through the sale of their business or a wealthier person navigating more complex estate planning issues.

As you transition into the Committed Advisor Program you will go deeper into the Trusted Advisor Toolkit™ and participate in the Values-Based Financial Planning™ Office at every Academy where you will learn the entire process for building and leading your Deliverables Team. You are flirting with this now because you are making excellent progress in the Ideal Life Evaluation Program. Well done!