I have relationships with many business leaders and professionals in my community that I believe will be great referral sources. Most of them are not currently clients, so I have not conducted Financial Road Map Interviews™ with them. It seems logical that I would want to get them and their spouses in for a Financial Road Map Interview™ before I start asking them for referrals, but I’d like some help on what a reasonable process would be to lead up to scheduling those Financial Road Map Interviews™, i.e. face to face meeting to explain how I am expanding my practice, delivering the book, sharing the diagram of Trusted Advisor and Subject Matter Expert relationships. Or should I treat them as a self referral and follow that process?

Article ID: 295

Last updated: 20 Nov, 2019

Instead of thinking of them as referral sources, think of them as people who would benefit from Values-Based Financial Planning and having their Financial Road Map® done. Have them come in to experience the Financial Road Map® for their own benefit. Some of them will become clients and some may not.

We do not advocate non-clients being referral sources for obvious reasons. Namely, it doesn’t make much sense for a person who doesn’t do business with you to refer others to do business with you.

Focus on helping what you might have traditionally in the past viewed as “Centers of Influence / referral sources” get their own financial house in order and, after they become a client, follow the referral process that we teach.

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