What is the new step by step process for handling introductions to CPAs, Estate Attorneys, and other COIs? Do we approach them solely as a resource for our clients? If so, how do we do this? Or, do we approach them as a resource AND do their Financial Road Map® with the possibility of them becoming a client?

You will handle this type of referral one way or the other, depending on how you are referred to them: If they are referred by a client as someone who would get value from Values Based Financial Planning™, then follow up just as you would anyone else to whom your clients refer you. If they are referred to you as a subject matter expert in your quest to assemble the best possible Deliverables Team for your clients, then approach them on that basis.

I don’t teach the specific process and scripting for building your Deliverables Team, however, Mark Little does teach this in the Values-Based Financial Planning Office™, a seminar that occurs on the Monday after Academy 2.