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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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The 'already have an advisor' question during the Follow Up Phone Call has a scripted answer (Mod.#5, p.103) that has not worked very well for me. Is it OK to use the script for the same question during the Phone Consultation (Mod.#6, p.43) as it addresses more directly the benefit of having a Financial Road Map® regardless of the advisor? [E.g. "That's fine. Then you'll appreciate Values-Based Financial Planning™ and having a Financial Road Map®. It'll enhance the work you do with your current advisor. You can compare your existing plan to your Financial Road Map®, and you'll know for sure that you're on track.]

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 have a client who I have never met with, and I spoke to him for the first time to schedule a Financial Road Map Interview™. He told me that he and his wife were too busy to meet because of their hectic work schedule, but he wanted me to mail him literature on the Financial Road Map®. What do I do in this situation?

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