Is it possible to outsource and hire a person to network for you or create introductions for you?

Article ID: 192
Last updated: 20 Nov, 2019
No, I don’t think so. I’ve never seen this work. And, if it could, it would probably be much more expensive than you could probably afford to pay someone to build your business for you.

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b My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?
b Even with the question of "What’s the biggest benefit of the Financial Road Map®" and who you want to give that gift to, I still receive the response, “All my friends have an advisor.” What do I say then?
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 Clients agree to pay for their plan (and pay at the end of the first meeting) $5,500 to have their Implementation Plan written. My annual ongoing Ideal Client Fee is $11,800. Do I collect this (annual ongoing fee upfront) from them at the same first meeting or do I do it at Implementation Meeting?
b Do any other advisors do anything similar to Values-Based Financial Planning™? If not, why haven’t others copied it?
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