I have heard of laser marketing techniques to target specific folks you want to meet and get in front of. Once introduced, how do you move forward to the next steps of the initial consultation with a busy business owner?

Article ID: 190
Last updated: 20 Nov, 2019

When you do this all by referral only you enjoy a much better response to scheduling appointments. We teach a Phone Consultation™ based on understanding the personal motivators of the people you are referred to. When you understand a lot about a person because your clients tell you what matters to them, people are much more receptive to your calls and to meeting with you. Otherwise, they will push back and reject your offers because it feels like a generic sales pitch. This is all very well explained and demonstrated in the Mastery Series™ 2. Work with your Accountability Coach to determine your readiness for this program.


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b I have relationships with many business leaders and professionals in my community that I believe will be great referral sources. Most of them are not currently clients, so I have not conducted Financial Road Map Interviews™ with them. It seems logical that I would want to get them and their spouses in for a Financial Road Map Interview™ before I start asking them for referrals, but I’d like some help on what a reasonable process would be to lead up to scheduling those Financial Road Map Interviews™, i.e. face to face meeting to explain how I am expanding my practice, delivering the book, sharing the diagram of Trusted Advisor and Subject Matter Expert relationships. Or should I treat them as a self referral and follow that process?
b My practice is currently not profitable or efficient and I am constantly dealing with client and administrative problems. Should I get my back office in order first or get some money in the door now and worry about the back office later?
b I am just starting on my journey with 6 ideal clients and calculated the number of phone call meetings I need to make(to be Done in 4 years or less)as 5/day. What activities do you suggest I be doing now/ASAP, to ensure I am getting these numbers so I can fill my activities calendar each day?
b I do not have a securities license as of yet. I only have Life and Health at this time. How can I use the Values Conversation™ and the Financial Roadmap® with just having these licenses?
b How "realistic" should I be when thinking about my ideal life, my Predictable Minimum Annual Recurring Revenue and Ideal Client Profile? I'm wondering if I need to temper my goals now that I'm starting to work on some of the numbers. It seems if I lower my target income number I could get there faster. I've heard that if anyone ever tells you to "be realistic" they're asking you to compromise your ideals.
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