I am scheduling a Financial Road Map® Old World New World™ meeting and the client says his wife may not want to come. I know she should be at the meeting for both of them to experience the Financial Road Map® together. What should I say to overcome the objection and make both of them understand she needs to be there?

Article ID: 90

Last updated: 20 Nov, 2019

I would say, “The conversation we’re going to have is not as much about money as it about planning your future, setting goals, and determining what will become the basis of your financial plan. It’s proven that couples who plan their futures together have a higher probability of having one.”

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

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