Twice I have encountered a successful phone appointment with the husband only to be declined by the spouse for completing the Financial Road Map®. Any recommendations on what different I should do to have them complete the Financial Road Map® in my office? Both are not Existing Clients.

I would schedule a Phone Consultation™ with the wife so she can experience for herself the value of having a complete Financial Road Map®.

This usually has a positive affect and she’ll be eager (or at least willing) to come to the meetings. She will likely appreciate the opportunity to talk about what’s important to her and have someone actually listen.

The bottom line is that in your Old World, you met with one spouse. In your New World you work with couples to help them actualize their Financial Road Maps®. If they don’t want to do that they are not Ideal Clients.