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I have my first Financial Road Map® with a prospective client next week. Assume he hires me to prepare a plan for him during Commitment to Hire Conversation™. During Commitment to Implement Conversation™, if he says something like, "How can I commit to implement an investment strategy that I have not seen? I have no idea how you intend to invest my money?" How much explanation should be sufficient for an Ideal Client to say “yes”? What does that sound like?

Article ID: 502
Last updated: 20 Nov, 2019
Ideal Clients won't ask that question. They will answer your question and will talk about their commitment to implement their plan.
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folder Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.
folder Commitment to Hire Conversation™ -> Disengaging from Non-Ideal Clients

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