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On the Financial Road Map® Interview Self-Evaluation Form, what does ‘we are/are not clear about the priority of each goal’ refer to? When are we supposed to discuss ranking the goals in order of priority?

Article ID: 586

Last updated: 20 Nov, 2019

This is only an issue if they do not, or may not, have enough money to achieve all of their goals.

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

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I am starting to attend a lot of networking events. At these events, you always get asked for your card. I have been reluctant to give my card out, however, due to your previous comments about our business cards. What is your advice for what information should be on the card (keep in mind for compliance reasons we need to have certain information on the card here in Australia)?

If I’m calling a friend/acquaintance that I haven’t spoken to in a while what are your thoughts regarding catching up a bit before asking them for an appointment for the Financial Road Map® Interview? I haven’t been doing so, but it feels a little awkward because even though we don’t call each other socially and we are both OK with that arrangement, we now are on the phone so why am I treating this person as if he only a business prospect and not a friend/acquaintance that I haven’t spoken to in months? Would you answer change if the individual is an old prospect for life insurance?

I give 403b/401K advice away for free. I do this for clients for whom I am currently managing assets, which may range anywhere from $5000 to $500,000. Ninety percent of the time, these clients ask me to review and advise them on how to allocate their company retirement plan. Historically, I have provided this advice for free and now I don't want to. How should I change my pattern and also charge for the advice?

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