If your clients truly understood what you’re doing for them, and have quarterly assignments to what needs to be done next on the deliverables checklist, they would see the value in meeting with you for the Progress Meetings. And, obviously, they don’t really consider you to be their advisor because they’re blowing off your advice to meet regularly.
I have a Values Based Financial Planning™ Trusted Advisor, too, and our meetings are scheduled a year in advance. Other than an emergency, I can’t imagine canceling a meeting. And it’s not just because I have to follow the process I invented. It’s because that’s what it takes for my wife and I to keep our financial stuff together. We still have work to do as does every other person on earth.
It’s a lot like being physically fit. You don’t one day arrive at a level of physical fitness that puts you in a position to never have to exercise again. You may get to a level where you are as fit as you ever want to be, but you have to keep working out to maintain that level of fitness. Financial fitness is the same way. And you are their advisor, trainer, and coach all rolled into one.
