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 conducted a Phone Consultation this evening with a couple. I made the offer to complete their Financial Road Map®, which they accepted. When they come in for the Financial Road Map®, experience, do I pre-populate the values staircase for them, have them review it, and begin with the scripting from that point, or do I do the whole values staircase conversation again?

I fully appreciate the script and I am incorporating that as part of my Old World New World™ Conversation. My concern is that most of my clients have come to know me as a gregarious Financial Advisor and are used to some of the relationship building that comes when they first come in the office as we engage in conversation about some of the personal things going on in their lives. It will be obvious to them that something has changed if we suddenly stop with the pleasantries and jump in with the Old World New World™ conversation. I am okay with that conceptually but need help making the transition so they do not feel put off in any way.

As a "newbie" to the Bachrach & Associates process, I have been told that the focus of this initial part of my education is on the Financial Road Map® presentation. However, assuming the success of my training, I will be getting clients. EXACTLY what is it that I can offer these people that I can deliver on that is consistent with the Bachrach & Associates training?

When should I NOT give an existing client a Values-Based Financial Planning™ book?

What do I do when I have to have separate Financial Road Map® phone appointments for spouses?

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