I am a new advisor starting from scratch as an independent advisor with Lincoln. I have lived in my home town of Pinehurst, North Carolina for 41 years. I can easily ask 150-250 families to help me practice my Financial Roadmap Interview™. But they won't have their financial documents with them. As you say, it's like going to the dentist without your teeth. Is this approach still okay?

Article ID: 538

Last updated: 20 Nov, 2019

No. After you do just a couple of practice Financial Road Map® Interviews, then shift to inviting your friends to come in to complete a real Financial Road Map® and bring their financial documents to experience the full benefit. There is no obligation to hire you and they will get value from the experience whether they hire you or not and whether or not they have another Financial Advisor.

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