I will be meeting with clients I have known for 25 years and who have been clients for six. They retired two years ago and we have been working from a Retirement Plan I prepared for them when they became clients. How do I use the Financial Road Map® with these clients?

Article ID: 450

Last updated: 20 Nov, 2019

The Old World New World™ script is for existing clients. Based on the question you are asking, I don’t have anything to offer beyond telling you to use that script to conduct their Financial Road Map®.

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Financial Road Map® Misc.

Before Financial Road Map™ -> Scheduling Financial Road Map™ Interview (Existing Clients)

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When I am calling prospects (not clients) that are already in my company's database, is it better to use the Self-Referral Process or the Financial Road Map® scheduling script?

Can you please comment if the email below can be improved upon. Hi Delbert, This is a courtesy reminder of your scheduled phone consultation with _____________; he will call you at work at the following number: xxx-xxx-xxxx. Date: Thursday, September 17 Time: 1:00 PM Duration: 20 minutes To help you get the most out of your experience, please have your Values-Based Financial Planning Book and Financial Road Map handy when he calls, you do not need to read the book. The purpose of the Phone Consultation is to go over some of the key concepts in the book and how they can favorability impact the quality of your life. If an emergency should arise that prevents you keeping your appointment, please contact me as soon as possible so we can reschedule for another time. John is looking forward to speaking with you!

When I attend self-referral functions and events and I am able to go deep and put the offer on the table, some of these people believe that they have everything in order and seem to be very organized and know exactly what they want to do with their life, or they say that their accountant does all that . I believe they would gain benefit from the concepts of Values-Based Financial Planning if they had a chance to understand what Values-Based Financial Planning was and may reconsider their own arrangements. Do you have any coaching that would help move these people to the next step in the process, that is accepting the book and a 20 minute conversation over the phone?

At the last Academy (January 2012 Academy 2), you mentioned that when someone asked us ‘What do you do, aren’t you a Financial Advisor?’, we should say ‘No.’ What do you say if you are still transitioning out of a position as a Financial Advisor- a role you plan on exiting at some stage?

Do you have a script for appointment setting that works with a non referred client you are in the beginning stages with, that makes them feel comfortable bringing their large pile of documents to a first meeting?

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