The Financial Road Map® Helps You Attract & Acquire More Ideal Clients, Elevate Existing Clients to Ideal Clients, and Become Enormously Financially Successful.

"The foundation of every one of our 125 client relationships is the Financial Road Map™. It was central to the building of our $1.3M recurring revenue financial planning business.” – Brian F.
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The Financial Road Map®…The Key To Building Trust

Every prospective client has embedded in their subconscious mind an imaginary “Trust Dial“.

Everything you say and do moves the “Trust Dial” one way or the other.

The Financial Road Map® is the ultimate “relationship-shifter“.

It will help you shift your client relationships to the level of trust necessary for them to:

  • Consolidate All Of Their Assets With You
  • Take Action On All Of Your Other Advice
  • Happily Introduce You To Others Who Will Become Your Next Ideal Clients

Just moving from an “8” to a “9” on the Trust Dial could be the difference between your clients placing all of their assets with you or going with someone else.

The Financial Road Map® has helped thousands of successful financial advisors and it can help you!

 

View the Special Member Offer on Financial Road Maps Here!

Key Benefits

  • The Financial Road Map® puts everything a client needs to make good choices about their financial planning on a single piece of paper.
  • In subsequent meetings the Financial Road Map® then becomes the compass for acting on the advice they receive.
  • In turbulent times the Financial Road Map® is the port in the storm that keeps them on plan.

In other words, the Financial Road Map® will:

  1. Help you get hired in the first place.
  2. Inspire clients to implement your advice.
  3. Keep clients on track regardless of what happens in the economy.

Why Clients Love the Financial Road Map®:

  • Visually Compelling
  • Big & Colorful
  • Simple
  • Puts what’s important in perspective on one piece of paper
  • It is extremely valuable whether they hire you or not

Why You Will Love the Financial Road Map®:

  • It’s a proven process for getting hired by your Ideal Clients
  • It lets you get paid for real financial planning
  • Helps make sure you keep getting paid ongoing with less clients and less headaches

The Financial Road Map® Process Leads to Predictable Results:

  • Collecting More Planning Fees
  • Attracting More Assets Under Management
  • Implementation of other advice: insurance, annuities, estate planning, etc.
  • More Referrals, More Often

With the Financial Road Map® they need less information to see the wisdom in your advice and take action on your recommendations.

These are skills you don’t learn from your financial planning software.

Results Using The Financial Road Map® and Following the Process…

  • 5 Financial Road Map® Interviews
  • £31,825 in recurring revenue as a result of AUM
  • £62,083 in commissions generated from other advice implemented
  • 12 referrals

– David A. 

  • 2 Financial Road Map® Interviews
  • $11,400 in recurring revenue as a result of AUM
  • $26,901 in commissions generated from other advice implemented
  • 2 referrals

– Jonathan M.

  • 1 Financial Road Map® Interview
  • $30,000+ in first year planning fees, FUM %, and commissions generated from other advice implemented.– Rob J.

  • 12 Financial Road Map® Interviews
  • $20,900 recurring revenue as a result of FUM
  • $27,600 in commissions generated from other advice implemented
  • 3 referrals– Kathy P.

  • 18 Financial Road Map® Interviews
  • $75,013 Recurring revenue as a result of AUM
  • $63,304 in commissions generated from other advice implemented

– Jim M.

    • 3 Financial Road Map® Interviews
    • $20,899 in recurring revenue as a result of AUM
    • $73,850 in commissions generated from other advice implemented
    • 11 Referrals so far

– Judy C.

  • 22 Financial Road Map® Interviews
  • $163,541 in recurring revenue as a result of AUM
  • $126,692 in commissions generated from other advice implemented

– Paul R.

  • 15 Financial Road Map® Interviews
  • $24,500 in planning fees
  • $16,500 in recurring revenue as a result of AUM

– Rich J.

  • 63 Financial Road Map® Interviews
  • $67,200 in planning fees
  • $78,000 in recurring revenue as a result of AUM
  • $83,562 in commissions generated from other advice implemented
  • 12 referrals

– David J.

“I thought I would spend my whole career working with people who have $500,000.

The Financial Road Map® gave me a process, the skill, and the confidence to acquire clients with millions.”

– Debbie Pursey

  • “I have been using the Financial Road Map® for many years.
  • As a person who is obsessed with keeping track of what works, I can tell you that I get hired 98.7% of the time that I conduct a Financial Road Map®.
  • 77% of the time at the first meeting.”– Chris P.

  • “The Financial Road Map® was instrumental to me going from $388,000 of commission revenue a year to $1.6M of recurring revenue per year in 34 months.”

– Mark Little

Financial Road Maps

(25 Financial Road Maps per pack)
$30/Pack
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