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How long will it take me to get as good as a 9-year old?

Article ID: 554
Last updated: 20 Nov, 2019

Watch this video of Jayce Miller, daughter of Committed Advisor, Jason Miller, and decide for yourself.


< Download 'Attached Files - Future-VBFP.mp4" below >

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

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b I have worked with many of my existing clients for several years and when we first met I conducted a Values Conversation but did not continue through the remaining parts. Now I am having discussions with these people by the Old World/New World™ Conversations. My question is do I do a completely new Financial Road map® from start to finish or do I start from their old staircase of answers. Understand most of these clients had the Values Conversation over 5 years ago.
b I am struggling having potential clients meet me in my office to do their Financial Road Map®. We are working on scripting and memorizing the Financial Road Map®. The challenge is three fold. 1. This is a our second time getting back in Values-Based Financial Planning™ and all of our customers have some, if not a lot of exposure to the Values- Based Financial Planning™ book, newsletter, Financial Road Map®, our desire for limited client base, etc. 2. We are at a point where I need survival clients. 3. We have developed various pieces of our own Intellectual Property and Brand Identity. So at this point I have questions regarding melding that all together. The core script does not lend itself to those situations fully, but I may be missing something. I believe I can still make it work, yet your teachings seem to discourage that - Thoughts?
b I am in self referral land, and I've had a few occasions when I've been treated like a salesperson (I've already got an investment guy, you're a money guy, etc.). What is your compelling response to that?
b I am looking to partner with a CFP to write my financial plans. I am finding it difficult to find a qualified planner in my community that will take on this kind of work. Would you recommend hiring a full time CFP on our staff to write our financial plans? What about some of the outsourced financial planners that will write financial plans for advisors?
b What if Values-Based Financial Planning™ just doesn't work with my clients?
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