Can you let me know if what I said in the following situation was the best possible answer or if I should have given them more detail? I completed a Phone Consultation™ with a couple and it went well but they both indicated that they are not sure how the Financial Road Map Interview™ will apply to them. They just recently retired and they seem to keep going back to the statement that this Values-Based Financial Planning™ process applies to younger folks and not them. They are in their early 60's. She has skimmed the book I sent, and he has not. I did explain how ongoing monitoring of their financial house would be beneficial from a pro-active standpoint but I'm reluctant to go into too many details until they actually come into my office for their complete their Financial Road Map Interview™.

Article ID: 478

Last updated: 20 Nov, 2019

You:"The Financial Road Map® is a great tool to help you plan your future and works for everyone who has a future, regardless of age. Do you have a future?"

Referral: "Yes, of course."

You: "Then you will love having a Financial Road Map®. Perhaps it will be much more clear when you experience it then I can explain on the phone. It only takes an hour to get it done. Is there a day next week that works for you?"

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Before Financial Road Map™ -> Follow-Up Phone Call (Prospective Clients)

Before Financial Road Map™ -> Phone Consultation™

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