Sign in

Ask a Question | FAQ Home |

Browse by category

What’s a good ratio to strive for in terms of client talking vs. advisor talking during the Financial Road Map® Interview? I listened to my first Financial Road Map® Interview today and found that they talked for 60 minutes and me for 23 minutes, leading to a 73/27 ratio.

Article ID: 584

Last updated: 20 Nov, 2019

This is pretty good. Nice job. Particularly impressed that you are recording and listening.

« Going into my first Financial Road Map® interview, do clients...

I’m a little confused about the level of commitment we are... »

Others in this category

What is the best course of action to take when a prospective client comes in with no financial documents when they have been asked specifically to bring them in? What if they have driven a very long way for the meeting?

How often do you update the Financial Road Map® and what exactly is updated?

After completing the Financial Road Map® Interview with friends to help me get more experience, they decided to get a financial plan done. I relayed the cost of completing the plan, but not the cost of an on-going relationship (as I was unsure that was the best time to have that discussion being fairly new to the process). I am meeting them Saturday morning to have a pre-planning meeting. What is the best practice for inviting them into my Ideal Client community at this point and discussing the annual fee (I am thinking $10K...this would be my first Ideal Client invite)?

As a new Financial Planner & the designated Values Based Financial Planner in the office, occasionally I do a Financial Road Map® with existing investment clients of the firm & one of the firm’s Partners, who has the relationship with the client, also sits in on the Financial Road Map® process. Any thoughts, comments or suggestions for me?

I am a CPA and I am beginning to use the Financial Road Map® to bring more of our tax clients on as financial planning Why am I so hesitant to make calls to my existing clients? I know most of my tax clients have Financial Advisors and I am always worried that they think I am just trying to sell them something. What's wrong with me?

» More articles

Powered by KBPublisher (Knowledge base software)