1. Setting Reasonable Client Expectations
Most important is to carefully explain where you are now and where you are heading with the services you will be providing to them, while being careful about "throwing around" any timetable for implementation which is not realistic.  The best way to maintain client trust is to carefully set realistic expectations for your clients and then do what you say you're going to do by not missing "target dates."

Establish your goal date for implementing Module 8 and share the date with your Ideal Clients and Potential Ideal Clients. During The Financial Road Map® interview, as you are describing exactly what they will get as clients, do not get ahead of yourself, or the services you are capable of delivering.  Prefacing the remaining promises by saying:

"In addition, because we are fully committed to providing comprehensive financial services, we are on-track to being able to fully provide the following services within the next ______ months."

 
2. The Three Meeting Process™
By immediately implementing The Three Meeting Process™ you will begin meeting with every Ideal Client three times each year for a progress meeting, once every four months. Your goal, as recommended in the next section "Building Your Deliverables Team," is to acquire a new Deliverables Team Member every 60 days until your team is fully built.

With every successive client progress meeting each client will experience greater and more comprehensive service.  At each client progress meeting, you should be able to introduce at least one new highly skilled Subject Matter Expert until your team of experts is fully built.

Rather than bemoaning or lamenting services you can't currently provide, commit instead to seriously implementing Module 8 and get excited about describing your vision for what fully comprehensive financial services will mean for each and every one of your Ideal Clients.

Successfully and correctly implementing everything described in Module 8 will place you among the top financial advisors in our industry.

 
3. The Ten Client Deliverables™
The Ten Client Deliverables™ is a concrete description of absolute services directly aligned with the Commitment to Hire™ conversation you follow in The Financial Road Map® Interview.

By expressing that each of the promises you have made (Commitment To Hire™ conversation) aligns with one or more of The Ten Client Deliverables™, will make your service vision more solid, sensible, discernible and distinct for Potential Ideal Clients.

On this schedule you can easily estimate target dates for your ability to be able to fully deliver upon each of The Ten Client Deliverables™.  This program, alongside your proposal for all of their client progress meetings for the next 12 months, you can establish client expectations, per meeting, of which of The Ten Client Deliverables™ you intend to implement.

Clients will feel your vision is more tangible if you describe The Ten Client Deliverables™ to them.

4. Establish The Five Critical Reports™ 
We have established The Five Critical Reports™ in order for you to immediately begin organizing every Ideal Client relationship around each of the five major areas of comprehensive financial services:

• Financial Planning
• Money Management
• Tax Planning
• Estate Planning
• Insurance Planning

For full members of our system, each of these Five Critical Reports™ is fully described in Module 8, The Trusted Advisor Toolkit™ Guide.