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?

Article ID: 189
Last updated: 20 Nov, 2019

The email should be the exact script that you would say in the voice message. 

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private Referral Process/ Follow-Up Phone Call -> Referrals Reluctant to Schedule Phone Consultation™


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b Occasionally after leaving a message, I receive an email back and/or a voice message back, which basically says, thank you for the book, I already have an advisor. I am assuming we should check with the client who referred them, about how they contacted their friend, (or if they even did), however, how should we respond to the email/voice message? Call back again?
b I’m really struggling with leaving compelling phone messages to schedule Phone Consultations with people who have received the Values-Based Financial Planning book & newsletters. It is a part of the Turn-Key Business Model that we need to script pretty much for ourselves, as the Meaningful, Important, Significant, and Compelling information is different for all. I’m struggling with effectively turning the Meaningful, Important, Significant, and Compelling information into a compelling call.
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'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?
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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