I have had a number of Financial Road Map® Appointments recently where the time of the appointment has gone to two hours. By the time I have thoroughly gone through the values of each partner and then cover their goals (in both instances this has been around 5 goals) and completed the All the Money Conversation™ and the Commitment to Hire Conversation™, it is going on close to 90-120 mins. I cannot see where there is time that we are wasting. There is little chit chat, however, at times, clients discuss some of their goals and that may take a little longer. I am not sure whether I am going too far with this. Can you please provide some comments around this or strategies I can use to reduce the time I spend on each Financial Road Map® Interview?

Article ID: 490

Last updated: 20 Nov, 2019

The occasional long Financial Road Map® interview happens. Unless your experience is that all of your Financial Road Map® Interviews are taking this long, I wouldn't worry about it. Hopefully, after a 2 hour Financial Road Map®, you either added a new Ideal Client or generated substantial survival revenue.

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