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


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b I will be meeting with clients I have known for 25 years and who have been clients for six. They retired two years ago and we have been working from a Retirement Plan I prepared for them when they became clients. How do I use the Financial Road Map® with these clients?
b I know you don't want us to "pick a scab" but on several occasions the prospect stays non committal on planning. At some point in the conversation shouldn't I point out what has gone well and what areas need addressed?
b How long will it take me to get as good as a 9-year old?
b I had a great Financial Road Map® this week however the length of the meeting was way too long. I went through four goals and on one goal the clients had a disagreement on what that goal would be; a retirement date or the option to work or not. We took some time to come up with an agreement on what that goal would be. Effectively, we created one date/goal for each partner. How many goals are ideal and what do you do when they disagree on a goal?
b A former client referred a guy (call him Bill) to me a couple weeks ago. Bill and I spoke on the phone and scheduled an appointment at my office, at which I intended to complete a Financial Road Map® for him. Bill arrived without the documents I asked him to bring. He had actually completed a Financial Road Map® many years ago but was not working with that advisor. As I started through the script, he was reluctant to proceed. I told him that I wasn`t interested in wasting his time and that we could end the appointment. He said he wanted to ask questions of me first and then we could later complete his Financial Road Map® - presumably if I answered his questions well enough. If I was at the point in my Values-Based Financial Planning™ journey that I was only accepting Ideal Clients, I probably would have not even started the meeting because he failed to bring his documents. However, prior to that time I need Survival Clients. So how do I handle the `I have questions for you before we get to the Roadmap stuff`?
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