Financial Road Map®

The Financial Road Map® is designed to help your Clients explore their Values, identify their Goals and gain a clear understanding of their financial health and future direction. Not so surprisingly, your Clients will likely be experiencing each of these for the first time. It almost always is an intellectually stimulating and emotionally rewarding experience, and it highlights the awesome responsibility you have to help your Clients learn to “Live Life on Purpose.”

Please go to Investments to acquire Financial Road Map® packets to use with your Clients, or contact your Accountability Coach (800-347-3707) to receive additional information and to facilitate your investment.  Please also familiarize yourself with BAI’s Return Policy.

Success Road Map®

The Success Road Map® is designed to help your Financial Professionals explore their Values, identify their Goals and gain a clear understanding of where they are now versus where they want to be from a professional perspective.

As a leader, it is your responsibility to respect their Goals and inspire them to achieve them.  You are, in effect, their day-to-day Accountability Coach. Their Success Road Map® is the tool you use to keep them focused and always making progress toward their Goals. It should be the foundation of every Progress Meeting you conduct with them.

Please go to Investments to acquire Success Road Map® packets to use with your Team, or contact your Accountability Coach (800-347-3707) to receive additional information and to facilitate your investment. Please also familiarize yourself with BAI’s Return Policy.

Quality of Life Enhancer™ Exercise

The Quality of Life Enhancer™ Exercise is a must for all Clients and Team Members. It creates a stunning revelation with respect to how we actually spend our time versus how we should spend our time. There are some things in life that are more important than money … and which cannot be delegated. The Quality of Life Enhancer™ Exercise will reveal them and stimulate a course of action to “correct” our normal “misdirection.”

Please go to Investments to acquire pads of the Quality of Life Enhancer™ Exercise to use with your Clients and your Team, or contact your Accountability Coach (800-347-3707) to receive additional information and to facilitate your investment. Please also familiarize yourself with BAI’s Return Policy.

Goals "Shield" Labels

If your Clients have more than three major Goals that require money … or if they want to establish a new Goal after you’ve help them accomplish one of their first three … you can apply a Goals “Shield” Label to their Financial Road Map® (or Success Road Map® in the case of an employee) to capture their Goal. The use of Goals “Shield” Labels will help you maintain the professional appearance of your Clients’ Financial Road Map® while providing your Clients with the flexibility to aspire to even greater heights.


Please go to Investments to acquire Goals "Shield" Label to use with your Clients , or contact your Accountability Coach (800-347-3707) to receive additional information and to facilitate your investment. Please also familiarize yourself with BAI’s Return Policy.


Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy

Your first interaction with individuals who are referred to you by your Ideal Clients should be one of service. That is a commitment you make to your Ideal Clients and one you must honor. The Values-Based Financial Planning book is offered as part of a gift from you and your Ideal Clients to their Referrals. Your service comprises the other part of the gift.

Values-Based Financial Planning provides a framework within which you can offer valuable insight into the Financial Planning process. This will help the referred parties make better informed decisions as to whether they want to do-it-themselves, collaborate with other Financial Professionals or, more often than not, delegate those responsibilities to a Trusted Advisor like you. By touching their lives in a meaningful way, you have the opportunity to earn their trust and interest – and even if they choose to go a different direction, you will have provided value to friends, family members or associates of your Ideal Clients.

Testimonials

Back Cover of VBFP Book

Click here to view testimonials

Please contact your Accountability Coach (800-347-3707) to receive additional information and to determine the level of investment that is appropriate for you at this point in your journey. Please also familiarize yourself with BAI’s Return Policy. No Returns are accepted for custom Values-Based Financial Planning books.

Values-Based Quality of Life™ Newsletter

The Values-Based Quality of Life™ Newsletter is unique among “financial planning” newsletters in that it does not offer financial advice or guidance of any kind. That’s your job! What it does offer are outstanding articles that pertain to your Clients’ physical health, inner health, relationship health and career health – all elements of their lives that are more important than money that cannot be delegated to others. In that regard, it reinforces your interest in helping your Clients live a balanced life.

If all you’ve done is helped your Clients manage their finances, you’ve failed them to a degree. As a Trusted Advisor, your goal should be to help them “Live Life on Purpose” – to achieve their Goals while allowing them to live their Values and explore elements of their lives that will give them greater fulfillment. That is the purpose of the Values-Based Quality of Life™ Newsletter … to serve as a monthly reminder to you and your Clients to look beyond the dollars to what matters most.

Please contact your Accountability Coach (800-347-3707) to receive additional information and to determine the level of investment that is appropriate for you at this point in your journey. No Returns are accepted for Values-Based Quality of Life™ Newsletters due to their custom nature.

Values-Based Financial Planning™ “Quick Start” Newsletter

The Values-Based Financial Planning™ “Quick Start” Newsletter is an abbreviated version of the Values-Based Quality of Life™ Newsletter. It is a single sheet newsletter (printed front and back) with a single topic article concerning your Clients’ physical health, inner health, relationship health or career health (as opposed to a four-page, four-article standard Values-Based Quality of Life™ Newsletter).

It has been specifically designed to be part of the ongoing “gift” you provide to Referrals to allow them to experience the difference you offer through your commitment to the principles of Values-Based Financial Planning™. Just like the Values-Based Financial Planning book, the VBFP Newsletter provides value to your Referrals whether they ever choose to engage your services and, therefore, is completely congruent with our core philosophy.

Please contact your Accountability Coach (800-347-3707) to receive additional information and to determine the level of investment that is appropriate for you at this point in your journey. Please also familiarize yourself with BAI’s Return Policy.