I am not sure if I should explain what the Financial Road Map® is about or if this is too much detail. Sometimes when we email the client a list of the documents needed for the meeting they seem surprised. What should I tell them when asked what is this all about?

Article ID: 81

Last updated: 20 Nov, 2019

Remember the formula when someone has a question? Tell the truth succinctly and directly in a way that’s all about them. So, how is it better for them to bring their financial documents to the meeting with you? Work on that answer for yourself for at least 30 minutes. Write down every reason it’s better for them. Then prioritize the reasons.

Craft the most important ways it’s better for them into a succinct, direct response and use it whenever someone wants to understand why they need to bring their financial documents to a meeting with a financial advisor.

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Before Financial Road Map™ -> Follow-Up Phone Call (Prospective Clients)

Before Financial Road Map™ -> Scheduling Financial Road Map™ Interview (Existing Clients)

« I ask a prospect to bring in their documents and they state that...

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