I recently had an experience where I had push back from a client when I asked for where all of their assets were located and then found a very small asset at another firm that they had opened up recently. It kind of irritated me and I asked why they had bought the policy. The client responded a little negatively and now I am wondering whether or not I should re-engage them with the Financial Road Map® and ask the Commitment to Implement Conversation™ questions or politely tell them that I do not want to work with them?

Article ID: 455

Last updated: 20 Nov, 2019

It's hard to say whether the client responded negatively because of the situation or because they responded to your irritation. Either way, you and this client have some relationship work to do. My advice is that you tell the truth about your expectations and ask them what they think about being a client at that level. Relax. Be open. And enjoy a candid, honest exchange. Try not to get irritated.

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