What should I say to survival clients after I conduct the Financial Road Map® and they do not fit my Ideal Client Profile, but I intend to keep them for survival revenue as I build my Ideal Client Community?

Article ID: 128
Last updated: 20 Nov, 2019

Just tell them the truth. Offer to be hired to serve them, but don’t invite them to join the Ideal Client Community. At one of your Progress Meetings in the future, probably when you are less than a year from being done, you can invite them to join your Ideal Client Community by adjusting their behavior to meet the personality criteria of your Ideal Client Community or by paying the minimum fee.

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b Is it possible to have clients that are not Ideal Clients yet, but may be Ideal Clients in the future?
b In a Financial Road Map® with a potential client we got to Commitment to Hire™. The husband said that he had a pretty good handle on everything and most of their finances were in his head. In going through what we do, I saw many flaws in their financial plans. In the end I asked the question regarding, “on a scale of 1 - 10…” The husband was an 8 and the wife was a 6-7. What would you say when you can see many flaws in a prospective client’s current planning and when there is a difference in the partners’ opinion on their financial house position? The husband is a lawyer and after hearing your latest webinar can understand why they may not be good fit. The husband said they needed some planning but not at the fee I had set. The potential clients could see the value for “certain people” for this service however cost seemed to be a major issue for them. These people fit my Ideal Client Profile.
b What do I say to a client when they want to know why they are not a "good fit"?
b I recently had a client say that she did want to hire me, but as she'd just paid a large legal bill and was in need of financial advice to create income from her assets she was unable to pay my usual up front $3000 fee right away. What do you recommend I do to test or create her commitment to follow through with payment and implementation such that I could confidently proceed to create her plan?
b When should I NOT give an existing client a Values-Based Financial Planning™ book?
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