I am doing a client event soon and I am extremely new to the Values-Based Financial Planning™ process. I will have about 100 clients and guests there to discuss the first half of the year and what we are looking at in the second half. Is there anything I should mention to the clients as a whole about how I have initiated this Value-Based Financial Planning™ approach, or should I save that information for one-on-one meetings?

Article ID: 526

Last updated: 20 Nov, 2019

Nice job getting into using the system so quickly. A good call to action is to mention that you have a new process for helping them make the best possible choices about their money that are in alignment with their most important goals and their most deeply held values. And that you would like to schedule their appointment to complete their Financial Road Map® this evening before they leave. Then have your staff prepared to do that. Offer the Financial Road Map® to both prospects and clients as a value-added.

This will get you off to a fast start.

Have fun and good luck!

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Before Financial Road Map™ -> Scheduling Financial Road Map™ Interview (Existing Clients)

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

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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