Ask a Question | FAQ Home | Browse by category
Home / Commitment to Hire Conversation™ / Ideal Clients v. Non-Ideal Clients/Survival Clients

I have conducted Financial Road Maps with a few clients approximately 1 year ago. I did NOT ask them to join my Ideal Client Community at the time as I did not feel they could afford my Predictable Minimum Annual Recurring Revenue and / or they did not have enough assets. They are currently survival clients. I would like to ask them to come in again to update their Financial Road Maps and at the same time ask them to join our ideal client community as I have more clarity around their income and feel they could now pay my Predictable Minimum Annual Recurring Revenue. How would you suggest I conduct this second meeting? For example, should I ask them to bring in all their documents again, update their Financial Road Maps, and go through commitment to hire outlining exactly what they get and what it costs to join the ideal client community and see where it goes?

Article ID: 507
Last updated: 20 Nov, 2019
Yes. The Old World New World™ approach is appropriate since they are part of your old world.
Also listed in
folder Opening Conversation
folder Values Conversation™
folder Progress Meeting
folder Miscellaneous
folder Financial Road Map® Misc.
folder Before Financial Road Map™ -> Scheduling Financial Road Map™ Interview (Existing Clients)

Prev
Next
« I am new to the Ideal Life Evaluation Program. A large...
Disengaging from Non-Ideal Clients »

Others in this category
b In a Financial Road Map® with a potential client we got to Commitment to Hire™. The husband said that he had a pretty good handle on everything and most of their finances were in his head. In going through what we do, I saw many flaws in their financial plans. In the end I asked the question regarding, “on a scale of 1 - 10…” The husband was an 8 and the wife was a 6-7. What would you say when you can see many flaws in a prospective client’s current planning and when there is a difference in the partners’ opinion on their financial house position? The husband is a lawyer and after hearing your latest webinar can understand why they may not be good fit. The husband said they needed some planning but not at the fee I had set. The potential clients could see the value for “certain people” for this service however cost seemed to be a major issue for them. These people fit my Ideal Client Profile.
b 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).
b Is it possible to have clients that are not Ideal Clients yet, but may be Ideal Clients in the future?
b Because I am both building my Ideal Client Community AND accepting survival clients until I reach “critical mass”, how would the Commitment to Hire Conversation™ script go for these survival clients after, “So we’ve come to the point in our time together for you to decide whether or not you want us to create a written financial strategy for you. Now let me tell you exactly what you’re going to get….”. I don’t intend to provide the same level of deliverables and service to them as to Ideal Clients, and I also want to communicate the goal of Being Done™, the point in time when I will no longer be able to serve them. Scripting suggestions?
b What do I say to a client when they want to know why they are not a "good fit"?
» More articles

Powered by KBPublisher (Knowledge base software)