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

Article ID: 563

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.

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

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

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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.

When I attend self-referral functions and events and I am able to go deep and put the offer on the table, some of these people believe that they have everything in order and seem to be very organized and know exactly what they want to do with their life, or they say that their accountant does all that . I believe they would gain benefit from the concepts of Values-Based Financial Planning if they had a chance to understand what Values-Based Financial Planning was and may reconsider their own arrangements. Do you have any coaching that would help move these people to the next step in the process, that is accepting the book and a 20 minute conversation over the phone?

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

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 gave a Values Based Financial Planning™ book to a prospective Ideal Client during a business meeting. I set up an appointment with him, however part of the purpose of the meeting is also to explore how he can help me build my business. When we have the actual meeting, should I do the Financial Road Map® with him or have the referral conversation.

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