I am struggling not discussing an ongoing fee in Financial Road Map® Meeting. During this conversation the clients ask me how much? The Financial Road Map® Meeting has been around 45 minutes so far and going well. I say $5,000 for the initial plan. They say what do you get? I then run through my 2 page letter of engagement which outlines upfront and ongoing service offering and takes another 45 minutes. After 1.5 hours I feel like the clients are tired and the "would you like to proceed” has lost its presence because of the meeting time. How do I avoid this? I would love to skip the letter of engagement all together, should I just briefly talk about deliverables team (which I have) best-in-class Subject Matters Experts. I am also struggling to understand in the Implementation Meeting how to address the ongoing fee is $1k-$3k per month and not go over the plan in any detail.

Article ID: 551

Last updated: 20 Nov, 2019

I agree with you, it can't take 45 minutes to answer the questions about the cost and what they get. Listen to your recordings and figure out a way to be more succinct.

The fee is for the advice, not the plan detail.

Also listed in

Commitment to Implement Conversation™

Financial Road Map® Misc.

Implementation Meeting

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

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

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