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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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Nearly half of my non ideal client appointments have been canceled, re-scheduled, or not shown up. I have tried numerous things to try and keep them though it seems nothing is working. What suggestions can you give me that might work better or help?

Can you point me in the right direction for a letter or document I can provide Potential Ideal Clients who may want to talk with existing Ideal Clients about our work. Is there a template – I am sure it has been spoken about but cannot easily find anything online. I Have a 2nd round meeting this Friday with Potential Ideal Clients that said yes, and then thought about the fee and said it was too much. I want to have something I can give for them to call existing Ideal Clients. Have chatted with some existing Ideal Clients and they are happy to take calls.

I am having a series of three client dinners over the next few weeks. I would like to present the clients the opportunity to complete a Financial Road Map®. What do you think would be the best way to introduce this at the program?

I am a CPA and I am beginning to use the Financial Road Map® to bring more of our tax clients on as financial planning Why am I so hesitant to make calls to my existing clients? I know most of my tax clients have Financial Advisors and I am always worried that they think I am just trying to sell them something. What's wrong with me?

How can I increase my knowledge of, and mastery of, creating financial plans for clients? Do I need to pursue something like a CFP?

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