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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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I have worked with many of my existing clients for several years and when we first met I conducted a Values Conversation but did not continue through the remaining parts. Now I am having discussions with these people by the Old World/New World™ Conversations. My question is do I do a completely new Financial Road map® from start to finish or do I start from their old staircase of answers. Understand most of these clients had the Values Conversation over 5 years ago.

When should I NOT give an existing client a Values-Based Financial Planning™ book?

I had a great Phone Consultation™ and a client is scheduled to come in to complete the Success Road Map®. When he comes in, do I re-do the Values Conversation™ or just re-cap the Values Conversation™ and do Pre-Commitment™ ?

I recently had a conversation with a (self-referred) successful business owner who had talked with me a couple years earlier (before I was in the program) about investing, insurance, and financial planning in general. He expressed an interest in having me take a look at his finances. According to the process, I sent him a book and conducted a Phone Consultation, which went well, and he seemed very interested in having me complete their Financial Road Map®. I scheduled a tentative appointment for when he thought his wife might be available, and asked him to let me know if the time wasn't going to work for her. I also sent him the list of documents to bring when they come. A few days later, I got the following email: "I am not sure this is going to work out. My wife cannot meet at the time we proposed. She is leaving for DC that day. I am leaving the next day. It is going to be hard to get her down to your neck of the woods [45 minutes away] and I am not wanting to go down there either. I understand that you want us both to be there for the financial planning but she is not involved in the finances in our family and that is partially by design. I understand the values based investing part of what you do but I would like to know more about your strategy in investing and what your track record is. I have been working with a company to do some financial planning mostly insurance and things of that sort. (They always come to my office to meet otherwise I don’t think we would be doing any business) Let’s keep in touch and see where it goes." He apparently views me as a wealth manager, but is currently unaware of what we really do (fully-comprehensive financial services). How would you respond?

When prospecting to friends, frequently a friend will say that they don't want to work with me because I am a friend, that they would rather work with someone who isn't a friend. I have tried to get past this by suggesting that an adviser is all about trust, and it is easier to develop trust with a friend. However, this doesn't seem to work. The concern seems to be not wanting to disclose personal finances to a friend.

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