Before the Financial Road Map® meeting, I find myself talking about all the ways I'm different from the average advisor. I discuss the 5 Critical Reports, visualizing your Ideal Life, not being on commission, etc. I do this with people who have and have not worked with an "advisor" in the past. Sometimes it must sound like I'm too busy defending myself rather than being confident in the process. Should I even discuss how I'm different or should I just take them through the process and trust that they will come up with these discoveries on their own?

Article ID: 462

Last updated: 20 Nov, 2019

You are correct. Take them through the Financial Road Map® experience. The level of detail you get into about what you do, how you do it, and how much you charge will be in response to their questions after Commitment to Hire™.

Also listed in

Commitment to Hire Conversation™

Financial Road Map® Misc.

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

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