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I'm not convinced I have the complete answer to the question, ‘What kind of clients do you serve best?’ Do you have any suggestions? We work with corporate executives, professionals, and business owners that want to spend more time with their families and doing things that are important to them. These people are delegators that have a strong desire to achieve their goals. The clients we serve best have financial assets of over $900,000.

Article ID: 483

Last updated: 20 Nov, 2019

It’s fine.

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Financial Road Map® Misc.

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A number of my clients do not involve their spouse in the financial decision making to the point where the husband (typically) wants to be the only one present. While I recognize that this process is more about values than it is about finances, the husband refuses to let the wife attend because she isn't involved in that type of decision making. Should I insist that both spouses be there knowing that the husband won't 'open up' if the wife is there?

My office manager for the registered investment advisor practice asked me how to answer prospects who press her for “what’s it going to cost?”, before they come in for the initial meeting. This question comes up quite often when she schedules appointments and it almost always leads to cancellations. Our fee, which is now under review, has been 1% of assets we manage and a minimum of $2,500.

I have just started the program and just starting to practice the Financial Road Map Interview™. However, in my client base I have a number of high net worth clients who are retired. In the Financial Road Map® conversations for existing clients, how do you approach the financial independence stage as these clients are already retired living off their investments? Just wondering how this fits in for this type of client as it looks more like the Financial Road Map Interview™ is for clients who are not there yet.

I have recently bought about 400 policy holders from another firm. These people have not had any contact or service for at least 2 years and up to 20 years in some cases. When they come to the meeting with me they are not happy due to the lack of service from the previous advisor but do want to discuss what they have previously set up. How do I commence the meeting to acknowledge the neglect and ensure them that I will be discussing the account that they still have with me now?

My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?

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