How do I politely control a client who talks too much or goes off on tangents?

Article ID: 95
Last updated: 20 Nov, 2019

Bring them back on track by saying something like, “In the _____ minutes we have left during the Values Conversation™, we have some important things to discuss. Let’s pick up with… “Or we agreed to an hour for our meeting today which should be plenty of time. In order to respect your time, let’s talk about …”


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b I found it beneficial to receive a PDF copy of my Success Road Map®, to easily reference versus scanning my actual one. Do we have something similar to provide to customers. For example, once I do a Financial Road Map®, I would like to maintain one in my clients file and reference that in every meeting. I would also like the client to have one - do you have a tool or suggestions to simplify that?
b I love the notion of, "Showing up ready to be no place else," and thought it was tremendously effective during the Academy. Would you ever consider asking clients and prospects to do the same? E.g., asking them to leave their cell phones with the receptionist? Or maybe a softer approach like, "We find clients get the most benefit from these meetings when they are able to completely focus on the discussion. If you'd like, our receptionist would be happy to keep your cell phones for you and can let you know if you get a call or text from a specific person (e.g. your kids)."
b When, during the Financial Road Map® appointment, do we get the client to fill out our fact finder needed for the financial planning software? Should it be done before or after the Financial Road Map® or in a separate meeting? Do they complete it on their own?
b My RIA Financial Plan Contract specifies the delivery of a written financial plan that addresses certain specified areas. Implementation is totally separate and not included with the plan. I am having problems reconciling what I am now learning, with the requirements of my RIA (including a "complete" plan with recommendations). What do you recommend as a temporary "bridge' between the two approaches? (Note: both are "values based", they just go about it differently).
b Can I do a Financial Road Map® in a group setting?
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