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 For the last 10 years we go annually to Charity a function for a Dialysis Association. Our neighbors assist their sister (who is a kidney transplant recipient) to organize this. The neighbors nor the sister are Ideal Clients - not delagators. My aim is to get to the medical specialists and treat and do the kidney transplants and a couple that attend the charity ball each year. There are potentially a few people who could potentially be Ideal Clients at the ball with own business etc. My thoughts were of donating say 3 of the VBFP books per table ( the customized books are due arrive on 10th May and the Charity Ball is on the 14th May) I could include a Financial Road Map® conversation over the phone This may be beneficial to the people concerned and I may be lucky to get an Ideal Client. Perhaps I could contact the doctors at the dialysis unit later and mention I donated the books, if they received a copy and if not--- it may be of interest to them.--- would they like a book sent and set up a 20 minute phone conversation. Bill, what do you think? Can you suggest more or something else? If you agree I will try to draft up a couple of phone conversations --- first to the charity ball organizers (my friends) and secondly the doctors at the dialysis unit.
b Can you clarify when to give a Values-Based Financial Planning™ book to an existing client? I set appointments with existing clients and do the Old World, New World introduction and then the Financial Road Map®. Should I always give the Values-Based Financial Planning™ book to the clients if they hire me?
b Does adding the following phrase to the, "What do you do question," change the impact or sound too salesy? "I own a Values Based Financial Planning Firm. We help our clients enhance their quality of life by getting their entire financial house in perfect order and keep it that way forever.” The addition seams to add clarity to the, “What do you do,” question.
b Is that flat Predictable Minimum Annual Recurring Revenue fee or % of net worth fee in addition to the 1% of AUM that I charge for their investments that we now manage?
b The participants in happy relationships can sometimes have different ideas about the value of money, goals and how resources can/should be used to accomplish goals. How is this handled by the Bachrach & Associates process?
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