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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.
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folder Opening Conversation
folder Progress Meeting
folder Miscellaneous
folder Financial Road Map® Misc.
folder Before Financial Road Map™ -> Scheduling Financial Road Map™ Interview (Existing Clients)
folder Commitment to Hire Conversation™ -> Ideal Clients v. Non-Ideal Clients/Survival Clients

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