Ask a Question | FAQ Home | Browse by category
Home / Before Financial Road Map™

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?

Article ID: 572
Last updated: 20 Nov, 2019
If you did both of their Values Staircases on the phone, you pre-populate and begin with Pre-Commitment with each spouse.
Also listed in
folder Values Conversation™
folder Financial Road Map® Misc.
folder Before Financial Road Map™ -> Phone Consultation™
folder Before Financial Road Map™ -> Before Financial Road Map™ Misc.
folder Values Conversation™ -> Values Conversation™ Misc.

Prev
Next
« While completing the Phone consultation, I asked the question,...
I love the notion of, "Showing up ready to be no place else,"... »

Others in this category
b At the last Academy (January 2012 Academy 2), you mentioned that when someone asked us ‘What do you do, aren’t you a Financial Advisor?’, we should say ‘No.’ What do you say if you are still transitioning out of a position as a Financial Advisor- a role you plan on exiting at some stage?
b Can you provide some scripting for the AM to use when calling the prospect on the phone.
b 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).
b I am a new adviser with a company where I meet with a lot of people who currently own a product with us and I do a review on that particular product ,which is typically life insurance. Is there a smooth way to transition from the review into a discussion about the Financial Road Map®?
b How many days before the Phone Consultation would you have the email and phone?
» More articles

Powered by KBPublisher (Knowledge base software)