Should we prepare a list or outline of our Deliverables Team to show to people in the event they ask a question during the Commitment to Hire Conversation™, or just outline it verbally to them?

Article ID: 74

Last updated: 20 Nov, 2019

Outlining your ability to describe your Deliverables Team articulately is important. Having a printed listing of your Deliverables Team, describing their skill and experience is fine.

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Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

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I have a prospect who says that they want to come on board with me but that they can’t out of loyalty to their existing advisor. What should I say in my script for this situation?

During my first meeting with existing clients, I have a short Old World New World™ discussion. After asking them if they have any questions, I move into the Financial Road Map®. A number of clients, however, during Commitment to Hire Conversation™, still have significant questions related to the Old World. In fact, they clearly trust me more and are more willing to ask the "hard questions." How should I handle this?

A client owns a business which has several insurance policies, significant debt with banks and other lenders, and even an investment portfolio. The owner employs a CFO to oversee those issues. Are we offering in the Commit to Hire Conversation™ to handle these areas for the client in addition to their personal insurance, debt, and investments?

At the end of the most recent webinar you gave an example of what you would say to a prospect who wanted to wait on doing a plan. One of the things you mentioned is that the advisor’s main benefit is not in the plan or any other technical work, but in the coaching and accountability. I hate to ask, but why don’t we include that in the script to make sure every prospect knows just what they are getting and why this will be different?

I recently had a client say that she did want to hire me, but as she'd just paid a large legal bill and was in need of financial advice to create income from her assets she was unable to pay my usual up front $3000 fee right away. What do you recommend I do to test or create her commitment to follow through with payment and implementation such that I could confidently proceed to create her plan?

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