I had a presentation meeting with a client and his wife about a month ago. The Statement of Advice was spot on according to the clients but, that's where it ended. We did not get to the implementation of the plan because they still want to go through the Statement of Advice on their own. A few weeks and a few emails down the line and still I need to get them into the office to proceed. What will the best way be of approaching them now?

Article ID: 514

Last updated: 20 Nov, 2019

In the spirit that, "an ounce of prevention is worth a pound of cure," it sounds like the Commitment to Implement Conversation™ either didn't happen or could have gone better. My advice is to listen to the recording of the original Financial Road Map® Interview while you follow along with the script for the Commitment to Implement Conversation™ to see what you can do better in this area next time.

Since it's too late to go back in time, I would suggest that you follow-up in a professional manner and hope that they respond positively and come in to implement their Statement of Advice. If they really feel that it's "spot on" and are truly Ideal Clients they will come and implement.

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Commitment to Hire Conversation™ -> Ideal Clients Resisting to Hire/"Let Me Think About It for Awhile."

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