I am new to the Ideal Life Evaluation Program. A large percentage of the clients who fit my Ideal Client Profile are out of state. What should I do?

Article ID: 505

Last updated: 20 Nov, 2019

Ideal Clients are not out of state. You are probably focusing on the money part of your Ideal Client Profile and that's only half of the criteria to be an Ideal Client. The other half is personality based, which includes being willing and able to meet in your office, with their spouse, and all of their financial documents.

During your Evaluation period we advise you to complete as many Financial Road Maps as you can. Try not to get too hung up on those people who can't participate in the Financial Road Map® and focus on those who can.

Your true Ideal Client Community will likely be within a few miles of driving distance of your office.

Also listed in

Before Financial Road Map™ -> Follow-Up Phone Call (Prospective Clients)

Before Financial Road Map™ -> Initial Contact with Prospective Clients

Before Financial Road Map™ -> Phone Consultation™

Commitment to Hire Conversation™ -> Ideal Clients v. Non-Ideal Clients/Survival Clients

Commitment to Hire Conversation™ -> Disengaging from Non-Ideal Clients

« I'm not convinced I have the complete answer to the question,...

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Is there a point at which I don’t request an Financial Road Map with existing clients (accounts too small, don’t want to work with them, etc).

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I ask a prospect to bring in their documents and they state that they have a really detailed spreadsheet with everything on it. What is a quick and easy response to help the individual understand why I need their documents and NOT a summary of numbers?

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