When I am calling prospects (not clients) that are already in my company's database, is it better to use the Self-Referral Process or the Financial Road Map® scheduling script?

Article ID: 108

Last updated: 20 Nov, 2019

The better you know the prospective clients, the more likely you would be to use the Financial Road Map® scheduling script. It is more appropriate to use the Self-Referral process if you do not know the prospective clients that well.

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

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

« How do you "pre-qualify" referrals prior to the initial...

I recently conducted a Phone Consultation™ and it went well. ... »

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