What is the most appropriate way to handle situations where the Financial Road Map Interview™ goes extremely well, the client fits the Ideal Client Profile, and they are very receptive to working with me, but just want some more time to talk it over before committing? My current approach is to mail them a follow-up letter summarizing our Financial Road Map® conversation, inviting them to become a client, and indicating that I will call in a week to see how they feel about it. Is that the right approach?

Article ID: 175

Last updated: 20 Nov, 2019

Consider just leaving them alone in your office for about 10 minutes to talk it over in private. Often this is plenty of time. If it’s not enough time, schedule a phone appt for a day or two later for them to tell you what they want to do. Instead of the sending a summary letter, let them take their Financial Road Map® with them. If they want to become a client they can bring it back. Remember, you are building an Ideal Client Community. The Financial Road Map® is not a sales technique to close people on hiring you. It’s a tool to help you filter out the wrong people and attract in the right people for your Ideal Client Community. Trust the process. Be a Trusted Advisor.

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Commitment to Hire Conversation™ -> Ideal Clients Resisting to Hire/"Let Me Think About It for Awhile."

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