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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private Referral Process/ Follow-Up Phone Call -> Using MISC information


Others in this category
b I need to make sure I am on the right track. Is the purpose of the self referral conversation to set a Phone Consultation Appointment? Is it important to go deep even if the prospect is welcoming to receive the Values-Based Financial Planning™ book and Newsletters and agrees to the Phone Consultation?
b I had a client who referred three friends to me at an Implementation Meeting. After my client contacted her friends, one did not want to receive the Values-Based Financial Planning™ book. I am not sure here whether I should enquire at our next meeting to see why they did not want to receive the Values-Based Financial Planning™ book.
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 How frequent should I follow up with a client referral? With a self-referral?
b I have three people that I would like to introduce to Values-Based Financial Planning™ by sending your book. While I know these people, I do not know enough Meaningful, Important, Significant, & Compelling (MISC) information to write a compelling note on the book and to make a meaningful Follow-Up phone call. I want to make sure I know how the concepts can be valuable to them when I call. I want to call these people and ask them the appropriate Meaningful, Important, Significant, & Compelling questions to be able to do just that. I would appreciate you giving me your suggested words for how the initial part of my phone conversation should go with them to lead into the Meaningful, Important, Significant, & Compelling conversation.
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