People have read about us in the newspaper or found our website online and get in touch with us either via email or phone. How should we handle them?

Article ID: 134

Last updated: 20 Nov, 2019

Your life will be much simpler when you follow the same process every time: send the book, conduct the Phone Consultation™, and then, if appropriate, schedule the Financial Road Map Interview™.

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I am creating the Self Referral: Phone Call scripts for friends and professional acquaintances. I understand the flow chart handed out in Jan 2011 Academy 2. I have created the openings statement and purpose for call, questions & conversation and make offer text sections. I have a list of contacts and am ready to make phone calls. During A2, we covered Value of the Offer. 4 points were provided. *Free up mental and physical space and time to focus on the things in your life that are more important than money such as Quality of Life Enhancer Exercise. *Get your entire financial house in perfect order and keep it that way forever. *Align your financial choices with your most important goals and most deeply held values. *Have a 10 level of confidence that no matter what happens in the market, economy or world, they will have confidence about achieving their most important goals. I'm confused about how the Value of the Offer points should be incorporated into my scripts. If the contact rejects my offer to receive the Values-Based Financial™ book, Quality of Life Newsletters and a 20 minute phone call, I've scripted “Thank you for your time. I wish you well in experiencing all the things that are most important to you” and end the call. If the contact accepts my offer to receive a book, Quality of Life Newsletters and a 20 minute phone call, I don't understand how to incorporate the Value of the Offer points into the Script.

What advice would you give to those who are starting out with ZERO clients as to the best way of generating interest?

Should I be sending Values Based Financial Planning™ Newsletters to my Ideal Clients as well as referred prospects? How often? Monthly? Quarterly?

I have mailed new clients a Values Based Financial Planning™ book and have conducted successful phone consultations. When we meet at my office to complete the Financial Road Map®, I’m not sure how I should segue into that conversation. Should I still be utilizing the initial Financial Road Map® conversation even though a portion of the Financial Road Map® is already completed, or should I be using another bridge to complete the conversation? What might that bridge introduction sound like?

How do I go about getting my first Ideal Client? I do not have a client base to work from for referrals. I know many people superficially who I believe meet my Ideal Client Profile, but I do not know MISC information about them, and I do not know anyone who knows MISC information about them. Help?

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