When you send the Values Based Financial Planning™ book, I have always included my card with the note signed by the client... I thought I heard in the last call that you don't include your card. Can you please advise me on the process?

Article ID: 222

Last updated: 20 Nov, 2019

I just don’t like most of your business cards because they look so FSI institutional and I think it will make you look like an investment salesperson or a salesperson of some kind. Maybe if you had a business card that was more congruent with the Value Based Financial Planning™ value prop, but that’s not likely.

When they see the card they are going to assume you are soliciting their business. It’s tough enough to get that idea out of their head, without doing more things that create the impression.

It’s not the kiss of death to include the card. I would just save the paper.

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I have a large pool of prospective clients that deal with and trust my firms in a variety of areas but don't know me personally. I am currently calling these people to schedule Financial Road Map Interviews™ but wondered whether I should be using the Self-Referral process as per the slides on the site with the offer, MISC, Book and Phone Consultation prior to a Financial Road Map Interview™ or just go straight to a Financial Road Map Interview™? So far the response has been positive to the Financial Road Map Interview™ but I’m not sure they have enough background to understand what we will do prior to the meeting. What would you recommend?

I am now in the CAP program. Out of the 60 existing households I have 10 Ideal Clients. These clients have all been with me for 8+ years. For lack of a better word I've worn out my referral welcome with these folks. I'm in Rotary, Lions, Chamber of Commerce, and some other social networks. Of the many people in the Chamber I'm only familiar with a few, so I feel like I have to at least go talk with each person to get a self referral, find out a little about them and introduce myself since we have never met in person. I'm not having a lot of success with this in converting people to Ideal Clients. Most of my Ideal Clients are retired and not still working. I've finished all aspects of my Deliverables Team and trained a new internal staff since the last academy. To be bluntly honest I have time blocked time on my calendar for client acquisition, but just don't feel like I have a qualified (and I stress that word) list of candidates to call on for the process. Based on the 113 Ideal Clients I will need I'm going to have to call on almost 1,000 people to reach my goal of 113 Ideal Clients. I'm really struggling and would greatly appreciate your input on where I’m going to get all of these people? For our service to make sense they have to have a minimum of $500K, but really would be better for $1M+. I could call on people all day long with no money, lack there of, or a couple hundred thousand, but it would be a real waste of my time, yours, theirs, and my families time, because it won't create any REAL results even if they have a good experience.

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