After a good telephone appointment with the husband we arranged to speak a couple of days later at a specific time once he shared his experience with his wife. When we spoke he mentioned that his wife did not believe there would be much value in meeting since they already had a financial advisor. Would it be appropriate to suggest that I offer to walk his wife through the same experience or do I professionally accept their decline to receive the gift of doing the face-to-face Financial Road Map®?

Article ID: 86

Last updated: 20 Nov, 2019

Offer to conduct the phone consultation with his wife, allowing her to have an experience similar to his before deciding that she isn’t willing to meet with you. Remember, the Financial Road Map® is not just about money: it’s about the future, setting goals and determining what’s important to them so they have a higher probability of actually living the life they want.

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Before Financial Road Map™ -> Phone Consultation™

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