What if the two do not agree on a goal? Or, When one participant does not respond affirmatively to (or at all) to the goal of the other, how should the advisor ask if they approve / agree?

Article ID: 596

Last updated: 20 Nov, 2019

Part of what you are looking for in Ideal Clients is that they are respectful with each other during the Financial Road Map™ interview. Let them work it out and / or ask expanding and clarifying questions to help. One sign that a couple is an Ideal Client is their ability to work through disagreements in a constructive manner and come to a conclusion.

« In the cases when it is obvious that resources/goals are not...

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Is there a letter you use when sending out the Quality of Life™ Enhancer Exercise?

In my Financial Road Map® Conversations I find that my clients want to talk about the deck, car and the children’s education when I am trying to dig out their Core Values. I am not sure if I am making mistakes or just need to redirect them to their values. I am telling them that we will discuss the Goals in just a few minutes but need for them to go through the Values Conversation™.

Some of my best clients are those who have retired and are using their pension lump sums to fund their retirement income. The markets since 2007 have eroded over half of their pension asset and now their monthly incomes are in real jeopardy of running out. Six years after retiring they may have to go back to work. How can I re-set the stage with them when their goal was to have enough money not to worry and now clearly they do not?? And how do I ask them what their goals are considering that their most fundamental goals are no longer working out.

Does the Financial Road Map® differentiate between the resources used to fund Goals vs. those used to fund Lifestyle?

Is there a script for scheduling a Phone Appointment for the Trusted Advisor to take the client through the Quality of Life™ Enhancer Exercise?

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