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

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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I am scheduling a Financial Road Map® Old World New World™... »

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Do you have many advisors that meet at client’s houses during the transition to the ideal practice? If so, is there any wording that you would use in setting up those appointments?

I recently completed the Planning Process and Implementation for a new client. This process was a 7-step process that culminated in a comprehensive plan and the client implementing all of our recommendations (life, disability, P/C, Investment Management, etc.). The planning process and implementation have taken 6 months to complete. While I want to respect the client's time, he is also advocating for our services under our old model. What is the best time to move forward with conducting the Financial Road Map® Interview. Should I schedule it as soon as possible or try and conduct it at the first Renewal Meeting in about 4 months?

We are refining the process and scripting the AM uses when sending both an email and scripting on the phone when reminding a prospect of their upcoming Financial Road Map™ Meeting. The goal is to have the Financial Road Map™ meeting confirmed so it occurs. Would you send the email first, for example 3 days prior to the Financial Road Map™ and then also have the AM make the phone call to confirm the Financial Road Map™ meeting? How many days before the Financial Road Map™ meeting would you have the email and phone?

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?

I am a new adviser with a company where I meet with a lot of people who currently own a product with us and I do a review on that particular product ,which is typically life insurance. Is there a smooth way to transition from the review into a discussion about the Financial Road Map®?

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