I am having an appointment with clients who reside in Riyadh, Saudi Arabia. I Would really like to complete a Financial Road Map® with them. May I use Skype or what are your recommendations.

Article ID: 552

Last updated: 20 Nov, 2019

The Financial Road Map^® is a face-to-face experience. I believe that delivering truly comprehensive financial services is a face-to-face to business. I absolutely advice against attempting to build a Financial Road Map^®, or do anything that would resemble serious financial planning via Skype. Do the best you can for your long-distance clients and focus on building your business with Ideal Clients within a few kilometers of your office.

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