I’m very new to offering financial planning and even newer to Values-Based Financial Planning™, how should I answer the question, “How do I know that you can deliver what you are promising?”

Article ID: 580
Last updated: 20 Nov, 2019
That's not the kind of direct question you're likely to get. More typically, they will ask you questions about how you do what you do and, at some point, they will either take the leap of faith and hire you... or not. All decisions are to some degree a leap of faith because it's hard to pre-determine the outcome of any decision. It is important that you are able to answer questions about what you do and how you do it with confidence and conviction. People regularly make their decisions as much by how you answer the question as the substance of the answer.
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b Can you clarify when to give a Values-Based Financial Planning™ book to an existing client? I set appointments with existing clients and do the Old World, New World introduction and then the Financial Road Map®. Should I always give the Values-Based Financial Planning™ book to the clients if they hire me?
b When doing Financial Road Maps® for existing clients, I know they are not going to be going forward when I get to the Commitment to Hire™ because I know what they have in assets. Is it important to still proceed as if I didn’t know? And, should I be doing Financial Road Maps® on these people.
b What should I say to survival clients after I conduct the Financial Road Map® and they do not fit my Ideal Client Profile, but I intend to keep them for survival revenue as I build my Ideal Client Community?
b Is it possible to have clients that are not Ideal Clients yet, but may be Ideal Clients in the future?
b Under my current model, there are different means of compensation, depending upon the deliverable (I.e., planning fee, % of AUM, insurance commission, other). It seems that the planning fee would logically be part of the Commitment to Hire. When would the other pieces be brought into the discussion?
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