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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 >

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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? »

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I conducted a Phone Consultation this evening with a couple. I made the offer to complete their Financial Road Map®, which they accepted. When they come in for the Financial Road Map®, experience, do I pre-populate the values staircase for them, have them review it, and begin with the scripting from that point, or do I do the whole values staircase conversation again?

I ask a prospect to bring in their documents and they state that they have a really detailed spreadsheet with everything on it. What is a quick and easy response to help the individual understand why I need their documents and NOT a summary of numbers?

Is there a point at which I don’t request an Financial Road Map with existing clients (accounts too small, don’t want to work with them, etc).

My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?

Should I schedule/conduct Financial Road Map® meetings with Non-Ideal Clients that won’t be able to afford our service and become Ideal Clients? I am trying to reconcile different comments regarding Non-Ideal Clients and Financial Road Map® meetings with Non-Ideal Clients • Jeff (& Tom Moore) – do a road map with ALL existing clients • Bill Bachrach 24/7 website – answer to a question – there are some existing clients you shouldn’t conduct Financial Road Map® meetings with • Rick Barrera – “Non-Ideal Clients will Steal Your Ideal Life….and prolong your journey…” Disengage as quickly as possible. I entered Ideal Life Evaluation Program and Committed Advisor Program with the approach that I will do what I am told to do and not question things (Tom M. and Peter’s O's advice). I am just having a difficult time reconciling; soaking up resources for a little more short term profit, getting FRM meeting experience, giving the gift of a Financial Road Map® to Non-Ideal Clients, Non-Ideal Clients potential referrals (although there would be a disincentive for them to refer where it would shorten their tenure as a client?), letting Non-Ideal Clients know what we are doing... We could add one deliverable and increase revenue but I am finding that my deliverables team is already stretched (it will get better with experience) with Implementation meetings, Progress Update meetings...we only have 14 Ideal Clients so we will be able to handle a lot more Ideal Clients work load once we gain efficiency and better time management. Although I think the time management by my Deliverables Team (in-house) has been fairly good - it seems to be more an issue of efficiency with new system and reports. I think it would be fun to do these road maps and an easy way to fill up some Client Acquisition time. While this may be easier than other Client Acquisition activities I don’t want to take the easy way out. Lastly, I think there is something to momentum and keeping busy on PRODUCTIVE Client Acquisition activities, I just want to make sure this is productive/the best use of my time.

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