There are a number of people who do business with my agency that I don’t have much of a relationship with (other than they bought insurance from my agency and I may have been involved in their purchase). Would this be more of a self-referral option, or should I get a referral from the servicing staff member, or should I treat them as a client and just use the normal procedure?

Article ID: 294

Last updated: 20 Nov, 2019

Yes, it could be handled like a self-referral or it could be handled with the Old-World New-World™ process described in scheduling appointments in Mastery Series™ 1 with existing clients. Mastery Series 1: Pg. 29

Attached files

People doing business with my agency, do I treat them as a self referral.mp3 (1.27 mb)

Also listed in

Before Financial Road Map™ -> Scheduling Financial Road Map™ Interview (Existing Clients)

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

« For a client who declined a Financial Road Map® interview two...

Could you help create a script for our staff to use when calling... »

Others in this category

I am speaking with existing clients (some clients have only insurance or only investments or a combination of both) and I’m using the Financial Road Map® scheduling script for existing clients. When I say, “I wanted to let you know we are making substantial improvements to our business model… Etc.” The client responds, “We have enough insurance and/or my investments are OK.” What would you have said to keep the conversation on topic?

My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?

I will be meeting with clients I have known for 25 years and who have been clients for six. They retired two years ago and we have been working from a Retirement Plan I prepared for them when they became clients. How do I use the Financial Road Map® with these clients?

Someone asks me, “What do you do?” After I answer the question, what questions (impactful or otherwise) can I ask that would evoke an emotional response to move things forward?

How do you "pre-qualify" referrals prior to the initial Financial Road Map Interview™ to see if they will be a good fit?

» More articles