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I had a Phone Consultation™ and offered to have the prospect and his wife come in to complete their Financial Road Map®. He would not commit to a tentative appointment and wanted to discuss with his wife and think about it. How long would you wait to follow-up to see if they want to go ahead with their Financial Road Map® at our office?

Article ID: 120

Last updated: 20 Nov, 2019

Eliminate all follow-up from your life by scheduling a phone appointment. Get in the habit of doing everything by appointment.

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We scheduled a Financial Road Map® Meeting with an existing client over the telephone. A few days later they responded with the following: "Good Morning Shelby and Dean, we have decided that we will not participate in the Financial Road Map®. At present, we feel that one plan is enough. Thanks for taking the time to discuss this with us.” How would you respond to this client?

When making phone calls, using the Financial Road Map Scheduling Script™, I get people who procrastinate about coming in to do their Financial Road Map®. In addition to the script, I am also telling them what excellent experiences other clients have had. Is there anything you can suggest to be more effective on these calls?

I have recently bought about 400 policy holders from another firm. These people have not had any contact or service for at least 2 years and up to 20 years in some cases. When they come to the meeting with me they are not happy due to the lack of service from the previous advisor but do want to discuss what they have previously set up. How do I commence the meeting to acknowledge the neglect and ensure them that I will be discussing the account that they still have with me now?

I have a couple clients that I have known and worked with at Fisher Investments. They have been very close to hiring me prior to my involvement with BAI. The following is an email I plan on sending to one of them I was hoping you could review it and give me some feedback?

I had a Financial Road Map® scheduled today with a prospect that canceled. He and his wife are indecisive as to whether they want to meet or not. He is very young, about 25, and probably not an ideal client. Should I continue to call him to reschedule the road map or let him take the initiative and call me to reschedule?

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