I do not have a securities license as of yet. I only have Life and Health at this time. How can I use the Values Conversation™ and the Financial Roadmap® with just having these licenses?

Article ID: 45

Last updated: 20 Nov, 2019

You can partner with others in your office, firm, or community to deliver on the Values Based Financial Planning™ promise. The Values Based Financial Planning™ promise is a comprehensive, written financial plan, and implementation and accountability service and support.

Who can you partner with to write the plan? Who can you partner with to provide the investment expertise? Who can you partner with for solid advice in various areas of insurance? Who can you partner with to take care of the tax and legal issues? We call this building your Deliverables Team. Your job is to be the Trusted Advisor and the Client Relations Manager. The Subject Matter, or technical experts, are your Deliverables Team. Nobody is smart enough or has the time to be an expert in all of the areas necessary to truly fully serve clients.

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I’m a little confused about the level of commitment we are expecting from a new client once they hire us. In the script and videos it seems that during the Commitment to Implement we expect that at the implementation meeting the client will follow all of the action plan items and sign all of the documents we have prepared for signature, no questions asked. However, on the most recent Webinar, it sounded to me that regardless of what we may have said at Commitment to Implement, at the actual implementation meeting, it is more of a “traditional” approach where we are presenting our “recommendations” and it’s up to the client to decide which items, if any, they implement. To sum up, it seems that at the implementation meeting the approach is much less “take it or leave it” than presented during the Commitment to Implement. Please help me understand.

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