How should I handle a Financial Road Map Interview™ with potential clients who are living together but not married and who don’t co-mingle their finances?

Article ID: 533

Last updated: 20 Nov, 2019

Consider these two people as two separate prospects. You will conduct two separate Financial Road Map Interviews and they will be two separate clients if they both choose to hire you.

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Opening Conversation

Financial Road Map® Misc.

Implementation Meeting

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

Before Financial Road Map™ -> Phone Consultation™

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

Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

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