Sign in

Ask a Question | FAQ Home |

Browse by category

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

Article ID: 562

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

Financial Road Map® Misc.

« I am a CPA and I am beginning to use the Financial Road Map® to...

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

Others in this category

I am doing a client event soon and I am extremely new to the Values-Based Financial Planning™ process. I will have about 100 clients and guests there to discuss the first half of the year and what we are looking at in the second half. Is there anything I should mention to the clients as a whole about how I have initiated this Value-Based Financial Planning™ approach, or should I save that information for one-on-one meetings?

Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.

I am scheduling a Financial Road Map® Old World New World™ meeting with a very busy client and the only way to do Financial Road Map® is at his place of work which I know is not the best. Would you tell them I only meet at my office and risk the chance of the client saying no?

I have a couple clients that I have known and worked with at Fisher Investments. They have been very close to hiring me prior to my involvement with BAI. The following is an email I plan on sending to one of them I was hoping you could review it and give me some feedback?

I am a CPA and I am beginning to use the Financial Road Map® to bring more of our tax clients on as financial planning Why am I so hesitant to make calls to my existing clients? I know most of my tax clients have Financial Advisors and I am always worried that they think I am just trying to sell them something. What's wrong with me?

» More articles

Powered by KBPublisher (Knowledge base software)