Several of my clients (mostly women) come to me between the final stages and they want to make some sort of personal connection before jumping into the Financial Road Map® conversation. Usually this consists of listening/empathizing for 10 – 15 minutes (or more) before we begin. Often, they are still in survivor mode and they cannot think about more than one goal (like, how do I keep the house). Jumping straight into the Financial Road Map® without making the connection has been awkward and less productive. Any advice?

Article ID: 171

Last updated: 20 Nov, 2019

One of the main benefits of the Values Conversation™ is making the personal connection you describe. I suggest that you follow the process with these people and see what happens. I believe that you will find that it both accomplishes the personal connection you describe and helps them shift from being in the weeds about their divorce and takes them to a more positive emotional place where they can be more resourceful and think about their future.

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I have a couple clients that I have known and worked with at Fisher Investments. They have been very close to hiring me prior to my involvement with BAI. The following is an email I plan on sending to one of them I was hoping you could review it and give me some feedback?

As part of my self-referral process, I have partnered with a friend of mine who is a business coach. We are running a monthly networking event as co-hosts. He has proposed printing up a bunch of postcards and will be personally going door-to-door meeting local businesses. The front of the postcard will have the details of our event. the back will be shared with half for his promotions and half for my incredibly engaging text. I would like to get your input for text that includes a "free no-obligation" something.

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How would approach a self-referral situation at a function where generally there are groups of people talking with each other. Would you interchangeably ask questions of the people you are talking to and this could be two people or more and then if relevant offer the gift to all if appropriate?

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