I had a great Phone Consultation™ and a client is scheduled to come in to complete the Success Road Map®. When he comes in, do I re-do the Values Conversation™ or just re-cap the Values Conversation™ and do Pre-Commitment™ ?

Article ID: 73

Last updated: 20 Nov, 2019

Yes, one option is to revisit the Values Conversation™. Start with a review of the values so far and then continue with What's Important About _____ To You?, by inserting the final value the Client named during that conversation.

Also listed in

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

« Would you go through some of your thought processes as you...

I have just started the program and just starting to practice... »

Others in this category

I recently completed the Planning Process and Implementation for a new client. This process was a 7-step process that culminated in a comprehensive plan and the client implementing all of our recommendations (life, disability, P/C, Investment Management, etc.). The planning process and implementation have taken 6 months to complete. While I want to respect the client's time, he is also advocating for our services under our old model. What is the best time to move forward with conducting the Financial Road Map® Interview. Should I schedule it as soon as possible or try and conduct it at the first Renewal Meeting in about 4 months?

I will be meeting with clients I have known for 25 years and who have been clients for six. They retired two years ago and we have been working from a Retirement Plan I prepared for them when they became clients. How do I use the Financial Road Map® with these clients?

I have a client who I have never met with, and I spoke to him for the first time to schedule a Financial Road Map Interview™. He told me that he and his wife were too busy to meet because of their hectic work schedule, but he wanted me to mail him literature on the Financial Road Map®. What do I do in this situation?

When making phone calls, using the Financial Road Map Scheduling Script™, I get people who procrastinate about coming in to do their Financial Road Map®. In addition to the script, I am also telling them what excellent experiences other clients have had. Is there anything you can suggest to be more effective on these calls?

I conducted a Self-Referral and I have made many Follow-Up Calls without a return call to date. I believe I gathered good Meaningful, Important, Significant, and Compelling information and inputted it appropriately. When leaving a Follow-Up Call message after many attempts is there anything you would add to the Follow-Up Call script to try and get closure – to find out if they interested in a Phone Consultation™ or not?

» More articles