I had two Financial Road Maps® in a row that ended with “I’ll think about it.” How should I handle such a response?

Article ID: 84
Last updated: 20 Nov, 2019

There is no “thinking about it” after you have done a Financial Road Map®. They are either in or out during Commitment to Hire™. I suggest that you listen to your recordings of your Financial Road Maps® and listen for what you might be missing during the Values Conversation™, Goals Conversation™, All the Money™, and the questions you ask before you do Commitment to Hire™. It should be a rare instance when you offer to be hired and they don’t want to hire you.

So you would rarely, if ever, have an instance where they want to “think it over.” If they say that after you pose the Commitment to Hire™, stand up and, as you are walking out of the room say, “No problem. I’ll leave you two alone for a few minutes to talk it over.” Come back in five minutes and see what happened. We’ve been teaching this for years, and usually they just want a moment alone to confer that they are on the same page about wanting to move forward with you.

Also listed in
folder Commitment to Hire Conversation™ -> Ideal Clients Resisting to Hire/"Let Me Think About It for Awhile."


Others in this category
b What is the course of action if the Ideal Client agrees to move forward after the Commitment to Hire Conversation, but does not carry a check-book (very few people these days do)? Are documents accepted? Is the follow-up meeting planned? Work started? Etc.?
b Is it possible to have clients that are not Ideal Clients yet, but may be Ideal Clients in the future?
b 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?
b Under my current model, there are different means of compensation, depending upon the deliverable (I.e., planning fee, % of AUM, insurance commission, other). It seems that the planning fee would logically be part of the Commitment to Hire. When would the other pieces be brought into the discussion?
b How does one “politely disengage” from existing clients with whom I no longer want to work? Perhaps an example?
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