What is your expectation of the amount of increased revenue a Trusted Advisor should have achieved by their first Academy as part of the Ideal Life Evaluation Program?

Article ID: 484
Last updated: 20 Nov, 2019
Your expected amount of increased revenue as a Trusted Advisor is $30,000 - $50,000.

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b How long will it take me to get as good as a 9-year old?
b When making the calls to schedule Financial Road Map® interviews with current clients, I've received the same reply numerous times. The client will often say something to the effect that he/she needs to check scheduling with their spouse and will get back to me with a time that works for the two of them. I reply that it is fine and confirm when I can check back in. I then send an email to the client I spoke with to serve as a reminder. Is there anything else I should be doing? I imagine that pressing to set an appointment on the phone, with language like, “Let's set a time that works for you, you'll check with your spouse and we can reschedule if necessary” is too “salesy”?
b I am confused at the annual amount to charge an existing client after a plan is put together. Going forward with new prospects, maybe it would be easier. I happen to know that my clients don’t need all subject matter experts and that is what I need to base my annual fee on going forward. Please help with that.
b Even with the question of "What’s the biggest benefit of the Financial Road Map®" and who you want to give that gift to, I still receive the response, “All my friends have an advisor.” What do I say then?
b Some of my best clients are those who have retired and are using their pension lump sums to fund their retirement income. The markets since 2007 have eroded over half of their pension asset and now their monthly incomes are in real jeopardy of running out. Six years after retiring they may have to go back to work. How can I re-set the stage with them when their goal was to have enough money not to worry and now clearly they do not?? And how do I ask them what their goals are considering that their most fundamental goals are no longer working out.
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