I'm struggling with Meaningful, Important, Significant, & Compelling (MISC) conversations for Self-Referrals. I've had 3 or 4 follow up discussions cancel within the last week alone without a rescheduled date and I'm positive this is the reason why. Any suggestions?

Article ID: 169
Last updated: 20 Nov, 2019

You’re doing fine. It’s all part of the learning process. The key is to remind them, every time you talk to them or leave a message, what the connection is to the book and something that is meaningful for them. You also have to accept that many of the people you engage will not become clients, some of them not even taking the next step that may or may not lead to them ultimately becoming clients. Keep doing what you are doing until you are in the habit of engaging everyone you meet in a meaningful conversation. This is a skill that will serve you well your entire life, personally and professionally. And, unfortunately, a skill most human beings never develop.

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b What are your thoughts on sending follow up emails to set-up Phone Consultations™ after numerous unsuccessful attempts to reach prospective ideal clients via Follow-Up phone call? If you think email can be used, what should the content of the email be?
b When making Self referral phone calls to people I know, some people know me from community work such as coaching, and don't really know what I do. After the opening as you & Doug Carter recommend they ask: What do you do? My answer has been: “Because we believe that there are more important things in life than money…… we will ensure that every financial decision you make for the rest of your life will be completely aligned with your most important goals and your most deeply held values….. With that in mind_______, what is one thing in life that is more important than money to you?” Is this ok, or would you recommend something different?
b Can I have my assistant call a referral and have them schedule the Follow-Up phone call and the Phone Consultation™ on my calendar, or should I always do both of these calls?
b I am now in the CAP program. Out of the 60 existing households I have 10 Ideal Clients. These clients have all been with me for 8+ years. For lack of a better word I've worn out my referral welcome with these folks. I'm in Rotary, Lions, Chamber of Commerce, and some other social networks. Of the many people in the Chamber I'm only familiar with a few, so I feel like I have to at least go talk with each person to get a self referral, find out a little about them and introduce myself since we have never met in person. I'm not having a lot of success with this in converting people to Ideal Clients. Most of my Ideal Clients are retired and not still working. I've finished all aspects of my Deliverables Team and trained a new internal staff since the last academy. To be bluntly honest I have time blocked time on my calendar for client acquisition, but just don't feel like I have a qualified (and I stress that word) list of candidates to call on for the process. Based on the 113 Ideal Clients I will need I'm going to have to call on almost 1,000 people to reach my goal of 113 Ideal Clients. I'm really struggling and would greatly appreciate your input on where I’m going to get all of these people? For our service to make sense they have to have a minimum of $500K, but really would be better for $1M+. I could call on people all day long with no money, lack there of, or a couple hundred thousand, but it would be a real waste of my time, yours, theirs, and my families time, because it won't create any REAL results even if they have a good experience.
b You are conducting a Follow-Up Phone Call and the book recipient responds, “Before I agree to schedule the Phone Consultation™, I’d like to read the book first”. I normally tell the person at this point that the purpose of having the 15 minute Phone Consultation™ is to save them the time and trouble of having to read the entire book, that we will get the major concepts of the book out to them quickly so that they can more quickly be freed up to have more time for Meaningful, Important, Significant and Compelling Conversation. However, they almost always say that they want to read the book first. How would you handle this?
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