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I am scheduling a Financial Road Map® Old World New World™ meeting with a very busy client and the only way to do Financial Road Map® is at his place of work which I know is not the best. Would you tell them I only meet at my office and risk the chance of the client saying no?

Article ID: 89
Last updated: 20 Nov, 2019

An Ideal Client meets with you in your office 3 or 4 times per year. If they can’t do that – for any reason – they are not Ideal Clients.

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

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b I am a new advisor starting from scratch as an independent advisor with Lincoln. I have lived in my home town of Pinehurst, North Carolina for 41 years. I can easily ask 150-250 families to help me practice my Financial Roadmap Interview™. But they won't have their financial documents with them. As you say, it's like going to the dentist without your teeth. Is this approach still okay?
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b I had a Phone Consultation™ and offered to have the prospect and his wife come in to complete their Financial Road Map®. He would not commit to a tentative appointment and wanted to discuss with his wife and think about it. How long would you wait to follow-up to see if they want to go ahead with their Financial Road Map® at our office?
b When I have a phone consultation with an individual or couple, and I ask, “What do you think the value would be for you to have a complete Financial Road Map®?” They often give an answer that sounds more like the benefit they would get from having a complete financial *plan* (not just a Roadmap). Should I say, “That sounds like a benefit you would get from having a complete plan? What would be the value to having just a Financial Road Map®?” Or should I just let it go?
b I have just started the program and just starting to practice the Financial Road Map Interview™. However, in my client base I have a number of high net worth clients who are retired. In the Financial Road Map® conversations for existing clients, how do you approach the financial independence stage as these clients are already retired living off their investments? Just wondering how this fits in for this type of client as it looks more like the Financial Road Map Interview™ is for clients who are not there yet.
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