First of all, what you are going through is normal. Any time you learn something new there is a learning curve for building skill and confidence. Second of all, calling what we do a presentation is not accurate. Salespeople make presentations.
The Financial Road Map Interview™ is an interview being conducted by a Trusted Advisor; You can’t go to a golf clinic once and expect to play great golf. The same is true for becoming great at the Financial Road Map Interview™ or any other client experience.
The Mastery Series™ is your starter kit. It plays an integral role in your training, but it’s not going to be enough by itself for you to ever be great with Values Based Financial Planning™ and the Financial Road Map Interview™. It should be enough, however, for you and your Accountability Coach to create an effective enough experimentation plan so you can have success and make a good decision that you want to commit yourself to Values Based Financial Planning™.
The bottom line: Good training. Good coaching. And practice, practice, practice. Remember, it’s not practice that makes perfect. It’s perfect practice. Otherwise you only perfect mistakes. Record your Financial Road Map Interview™ and always listen back to it.
