I gave a Values Based Financial Planning™ book to a prospective Ideal Client during a business meeting. I set up an appointment with him, however part of the purpose of the meeting is also to explore how he can help me build my business. When we have the actual meeting, should I do the Financial Road Map® with him or have the referral conversation.

Article ID: 10

Last updated: 20 Nov, 2019

Always start with the Financial Road Map®. Why not schedule the appointment with him AND his spouse so he can really understand? First focus on helping him and then worry about referrals.

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Before Financial Road Map™ -> Initial Contact with Prospective Clients

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

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I conducted a Self-Referral and I have made many Follow-Up Calls without a return call to date. I believe I gathered good Meaningful, Important, Significant, and Compelling information and inputted it appropriately. When leaving a Follow-Up Call message after many attempts is there anything you would add to the Follow-Up Call script to try and get closure – to find out if they interested in a Phone Consultation™ or not?

Presently, I offer a College Planning Workshop. This workshop has produced a steady stream of clients. Now I want to upgrade my practice and one way to do so is to offer the first meeting with potential clients as the Financial Road Map Interview™. I can see that a stark revision would be to offer a 20-minute phone conversation before we set the meetings. Is this script OK for inviting groups? "We offer a complimentary consultation which is a process designed for you to make the best possible choices about your money that are in alignment with your most important goals and most deeply held values. After today’s workshop, you are invited to schedule your appointment." Should I just jump to the 20-minute telephone interview before inviting them to my office for a meeting?

I am scheduling a Financial Road Map® Old World New World™ meeting and the client says his wife may not want to come. I know she should be at the meeting for both of them to experience the Financial Road Map® together. What should I say to overcome the objection and make both of them understand she needs to be there?

Can you provide some scripting for the AM to use when calling the prospect on the phone.

I am scheduling a Financial Road Map® Old World New World™ meeting with a very busy client and the only way to do Financial Road Map® is at his place of work which I know is not the best. Would you tell them I only meet at my office and risk the chance of the client saying no?

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