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I seem to have laser-like focus in my mountain bike race training. I'm constantly motivated to learn more about training, equipment, nutrition, and race tactics. It never wanes. However, I easily get frustrated with my progress in my Ideal Life Evaluation Program journey and I fall back to old habits (frustrating me more). Are there any good books, websites, or any other resources to help me achieve the same business focus as I have with my mountain biking?

Article ID: 496

Last updated: 20 Nov, 2019

Use your Success Road Map and Personal Inspiration Board to find reasons to do what you know you need to do, especially when you don't feel like it.

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My client also requested that the personal note on the Values-Based Financial Planning™ book to be changed. What would you do in this circumstance? My view is to change the note although it would not be in the client's handwriting. Please let me know your thoughts.

How is the Financial Road Map® shaped for business owners focused [initially, at least] on their professional interests? Note: they do not want their spouses involved

I recently completed a Financial Road Map® for a referred couple. At the end of the Commitment To Hire Conversation™ they enthusiastically said ‘yes’ to hiring me and we completed the paperwork to get things started. I am not sure if my answer to the couple’s next question was the best response: The client said, "You know I'm the President of Bradford Christian Academy, and as such I need to make financial decisions every day. One of the things we review on every purchase or project and this includes consultants who we bring in from time-to-time. One thing we look at is our Return on Investment. Since the services you provide are not necessarily financial, other than portfolio performance, how would we determine the dollar value of our business together to use to determine the Return on Investment on the relationship?" My response was, "Well Vicki, you and Bob do not have any plan in place now for retirement, college financial planning, and other major purchases, which is what has brought you to this point in our meeting. You are also concerned with your portfolio and how it is invested because neither of you are professional investment people and you're looking for help in that area. You have big dreams and values and right now are not sure how you will achieve them with your current process. So I guess I would ask you, what is the value, monetary value, you would place on a comprehensive plan that would give you the peace of mind to rest knowing you have a plan to give you the highest probability to achieve these items on your road map regardless of what happens in the world?" I felt guilty because I turned the question back to them and they said they would have to think about that answer and hadn't thought about it that way. Do you have a better answer that you would have used? I feel that I did not really answer their question, but I am not sure I could have come up with better answer than that.

I am just starting on my journey with 6 ideal clients and calculated the number of phone call meetings I need to make(to be Done in 4 years or less)as 5/day. What activities do you suggest I be doing now/ASAP, to ensure I am getting these numbers so I can fill my activities calendar each day?

I am in self referral land, and I've had a few occasions when I've been treated like a salesperson (I've already got an investment guy, you're a money guy, etc.). What is your compelling response to that?

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