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 >

Also listed in
folder Financial Road Map® Misc.
folder Before Financial Road Map™ -> Before Financial Road Map™ Misc.


Others in this category
b I recently asked an Ideal Client to commit to the 3 meeting process by putting our next 3 meetings on the calendar. She replied, "Honestly that's hilarious! I don't even know what next week looks like". She left our meeting with only the next meeting on the calendar but I would like to get the other 2 meetings on the calendar. My reaction is to explain that to deliver comprehensive advice; that it helps to be totally organized with all my deliverables team well in advance. Is there any way to approach the comment or think about her response?
b I give 403b/401K advice away for free. I do this for clients for whom I am currently managing assets, which may range anywhere from $5000 to $500,000. Ninety percent of the time, these clients ask me to review and advise them on how to allocate their company retirement plan. Historically, I have provided this advice for free and now I don't want to. How should I change my pattern and also charge for the advice?
b In my conversations, people have tried to draw the analogy of the Bachrach & Associates approach to that of setting up/implementing a "Virtual Family Office". Your comments?
b 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.
b I am very new to this process. Because of some recent (very positive) publicity, we are receiving a number of telephone inquiries. What pre-screening questions should I have my assistant ask interested callers before making appointments with them?
» More articles