I often use the question "Do you have someone walking you through the financial aspects of...?" during my initial conversation with potential clients when they tell me of upcoming changes in their lives. If they answer, "Yes", what is an appropriate response? For example, Betty is telling me she is going to retire this week. I say, "Wow, Betty, do you have someone walking you through the financial aspects of retirement?"

Article ID: 469

Last updated: 20 Nov, 2019

Your question is not part of our process; therefore I have no coaching feedback for you. I suggest you stop asking that question and follow the script you have for conducting Financial Road Map interviews.

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