When I conduct the Referral Conversation™, at what point do I discuss the results of previous referral telephone consultations? In this case, the referrals did not want to meet to have a complete Financial Road Map® done. I want to be honest with my Ideal Client, but don't want to make her feel badly because these referrals didn't gain as much value from the telephone process like she did.

Article ID: 180

Last updated: 20 Nov, 2019

In the beginning of every referral conversation in the Progress Meetings after you have had the first Referral Conversation™ and have updates about the people they referred.

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Referral Conversation™ -> Referral Conversation™ Misc.

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For some clients the Referral Conversation™ at the end of the... »

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