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While completing the Phone consultation, I asked the question, “Do you have the book handy?" Client - “YES." Advisor – “Perfect. Have you had a chance to read any of it?” Client - “YES." Advisor - “OK, do you have any questions?” Client – “No, the book is great. It’s too bad I did not meet you 3 years ago when I switched advisors.” What would you say to this?

Article ID: 568

Last updated: 20 Nov, 2019

Nothing. Just continue the process and facilitate the phone consultation.

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Before Financial Road Map™ -> Phone Consultation™

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