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What do I do when I have to have separate Financial Road Map® phone appointments for spouses?

Article ID: 82
Last updated: 20 Nov, 2019

Recreate their staircases so that each spouse can hear what the other actually says during the Values Conversation™. It's a much better experience for both of them.

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b Just received a mailing list from a friend and potential Ideal Client (600 names). He knows everyone on the list and attempts to cycle through and contact 2 per day. He is not an Ideal Client yet. I have given him a book, but not been able to get his wife to commit to a Phone Consultation or a Financial Road Map®. She was going to retire and the company just offered to retain her. When it settles, I hope to do a Financial Road Map® with them. In the meantime, do you have any thoughts on what might be appropriate to do with the names on his list? They're not Ideal Client referrals, but not totally random either. There are email addresses for about 20%, phone numbers for about 25% and addresses for 100%.
b My RIA Financial Plan Contract specifies the delivery of a written financial plan that addresses certain specified areas. Implementation is totally separate and not included with the plan. I am having problems reconciling what I am now learning, with the requirements of my RIA (including a "complete" plan with recommendations). What do you recommend as a temporary "bridge' between the two approaches? (Note: both are "values based", they just go about it differently).
b 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?
b When making the calls to schedule Financial Road Map® interviews with current clients, I've received the same reply numerous times. The client will often say something to the effect that he/she needs to check scheduling with their spouse and will get back to me with a time that works for the two of them. I reply that it is fine and confirm when I can check back in. I then send an email to the client I spoke with to serve as a reminder. Is there anything else I should be doing? I imagine that pressing to set an appointment on the phone, with language like, “Let's set a time that works for you, you'll check with your spouse and we can reschedule if necessary” is too “salesy”?
b How does one “politely disengage” from existing clients with whom I no longer want to work? Perhaps an example?
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