Ask a Question | FAQ Home | Browse by category
Home / Commitment to Hire Conversation™

I joined the Ideal Life Evaluation Program a couple weeks ago. I am starting to have my initial Financial Road Map® Interviews. During the Commitment to Hire Conversation™ (and/or Commit to Implement Conversation™) the subject of what services we provide will come up. What are the 143 Deliverables Checkpoints that we are going to provide once we are fully armed with the Values-Based Financial Planning™ process? Should we provide that list to a prospective client to show them exactly what they will get from us?

Article ID: 503
Last updated: 20 Nov, 2019
Answer the questions that actually come up during Commitment to Hire Conversation™ with the truth about what you currently do for your clients.
Also listed in
folder Commitment to Implement Conversation™
folder Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

Prev
Next
« You have been speaking a lot lately on charging 1% fee for...
What do you think of this scripting when the prospective clients... »

Others in this category
b Can you clarify when to give a Values-Based Financial Planning™ book to an existing client? I set appointments with existing clients and do the Old World, New World introduction and then the Financial Road Map®. Should I always give the Values-Based Financial Planning™ book to the clients if they hire me?
b At the end of the most recent webinar you gave an example of what you would say to a prospect who wanted to wait on doing a plan. One of the things you mentioned is that the advisor’s main benefit is not in the plan or any other technical work, but in the coaching and accountability. I hate to ask, but why don’t we include that in the script to make sure every prospect knows just what they are getting and why this will be different?
b When doing Financial Road Maps® for existing clients, I know they are not going to be going forward when I get to the Commitment to Hire™ because I know what they have in assets. Is it important to still proceed as if I didn’t know? And, should I be doing Financial Road Maps® on these people.
b What do you think of this scripting when the prospective clients are talking in great detail: “I appreciate that you want to tell me the details about this, and should we decide to work together professionally, I will need to know more. For the purpose of this exercise, however, I just need to summarize the facts. I have 8 minutes budgeted for this. Would you be willing to give me a few minutes to go through your documents?"
b I really need some simple language to explain the following issues. We are charging a flat fee of $9,870 per annum, plus all the Deliverables, which will add up to a total of a minimum of another $10,000. Do I, for example, just state the total will be say $22,000 per annum, or do I just suggest our fee does not include the things you buy to advance progress towards their goals.
» More articles

Powered by KBPublisher (Knowledge base software)