I am a CPA and I am beginning to use the Financial Road Map® to bring more of our tax clients on as financial planning Why am I so hesitant to make calls to my existing clients? I know most of my tax clients have Financial Advisors and I am always worried that they think I am just trying to sell them something. What's wrong with me?

Article ID: 549

Last updated: 20 Nov, 2019

Don't be so hard on yourself. There's nothing wrong with you. Just make a list and call a few clients a day to offer to complete their Financial Road Map^® for the reasons that will benefit them. Whether they do more business with you outside of accounting services or not, having a Financial Road Map^® will help you help them. Having a Financial Road Map^® will help them make smarter choices about everything related to their money and some things not just related to their money, but better life choices as well. Having a Financial Road Map^® will help them interface more effectively with all of their advisors who help them with their financial life: accountants, attorneys, financial planners, investment managers, insurance agents, etc.

When you make contact with your clients to offer this valuable experience come from place of service, not sales.

The worst thing that can happen is that they pass on the service at this time.

Your goal isn't to do Financial Road Maps^® for everyone, but rather to do 25+ Financial Road Map^® interviews with as many people as say yes.

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Before Financial Road Map™

Financial Road Map® Misc.

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

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

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