I had two Financial Road Maps® in a row that ended with “I’ll think about it.” How should I handle such a response?

Article ID: 84
Last updated: 20 Nov, 2019

There is no “thinking about it” after you have done a Financial Road Map®. They are either in or out during Commitment to Hire™. I suggest that you listen to your recordings of your Financial Road Maps® and listen for what you might be missing during the Values Conversation™, Goals Conversation™, All the Money™, and the questions you ask before you do Commitment to Hire™. It should be a rare instance when you offer to be hired and they don’t want to hire you.

So you would rarely, if ever, have an instance where they want to “think it over.” If they say that after you pose the Commitment to Hire™, stand up and, as you are walking out of the room say, “No problem. I’ll leave you two alone for a few minutes to talk it over.” Come back in five minutes and see what happened. We’ve been teaching this for years, and usually they just want a moment alone to confer that they are on the same page about wanting to move forward with you.

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folder Commitment to Hire Conversation™ -> Ideal Clients Resisting to Hire/"Let Me Think About It for Awhile."


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b Can you clarify when to give a Values-Based Financial Planning™ book to an existing client? I set appointments with existing clients and do the Old World, New World introduction and then the Financial Road Map®. Should I always give the Values-Based Financial Planning™ book to the clients if they hire me?
b I have been following the script with Commitment to Hire Conversation ™ and detailing them exactly what they will get. We had a Follow-Up Meeting the other day with a client where we do a Risk Profile (legal requirement) and they were asking further questions around money management etc. Although they knew they were getting a plan they didn’t realize we handled everything (i.e. professional money management) and they said if they realized we did so much they would have been far keener to go ahead. Should we also have a list of client deliverables to show them?
b I had a great Financial Road Map® Meeting. One of my potential Ideal Clients said, “This was great we really found value, and we want to seriously discuss this before we move forward.” I get back in touch with them and they said that they are not ready to move forward for whatever reason. They like the process, and maybe it is truly just not a good time for them, or they are on the fence, have not made a final decision etc. They meet my profile for an Ideal Client. How do I continue to stay in touch and follow-up without being annoying and still keep them in my pool until I am done?
b I’m very new to offering financial planning and even newer to Values-Based Financial Planning™, how should I answer the question, “How do I know that you can deliver what you are promising?”
b What should I say to survival clients after I conduct the Financial Road Map® and they do not fit my Ideal Client Profile, but I intend to keep them for survival revenue as I build my Ideal Client Community?
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