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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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