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I have custom books. Is it appropriate and/or advisable for me to write a brief positive expression and sign the page that is inside the cover? Example: “To (So & So), Always Aim High! (My name)”. Help me, hurt me, neutral (and/or) illegal, immoral, immodest?

Article ID: 225

Last updated: 20 Nov, 2019

Great idea. Do it.

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I completed a self-referral with my client, Laura, gave her the book, and scheduled a Phone Consultation with her on March 25th. Here is the note I put on the book with the M.I.S.C I gathered from her. “I appreciated you sharing with me some of your interests in travelling like your upcoming trip in August to Camino Spain. As well as, maintaining a balanced life and enjoying the outdoors going downhill skiing, snowshoeing and mountain biking. I am looking forward to speaking with you on March 25th at 11:30 AM about how some of the concepts in the book can be of value to you in enhancing your quality of life.” She called back to reschedule the Phone Consultation and sent the following email below suggesting to now do the phone consultation with her husband instead as he handles the investments and financial planning. She is thinking she should not be involved as she does not handle the investments and financial planning. What would you say to get her back on track as to the PURPOSE of the phone consultation and her involvement in it as well? Email - Hi there, Thank you for your email. I took a quick look at the book and passed it over to my husband Rodger as he handles our investments and financial planning. He wants to read it. He’s away on business this week and won’t be able to get to it. I’ll let him know the time slots and see if you can set something up with him when he gets back. Kind regards, Laura

I have just started implementing the referral process which has been the hardest thing to implement. I am still trying to get it right. One of the first conversations I had indicated the benefits of the process were sense of security, takes the doubt away and provides more certainty. When asking who you would like to give that gift to, the clients indicated they did not talk financially among their friends. Although I know this person being a retired doctor, has plenty of people I could speak to, suggested they were down the pecking order and I think were afraid to refer these people. Although one runs an investment business, which I would not think is an Ideal Client for me. I had to explain the process a little more and eventually suggested that I would follow up on the phone, which is this Friday. What would you suggest is the best way of handling this situation to extract referrals?

What is the email template to send to the client after a Referral Conversation that the client can use as talking points when calling the person they referred to prepare them for my Follow-Up Phone Call?

How long should we keep sending the Values Based Quality of Life™ Newsletter to referrals that either: don't respond to our calls, don't want to do the phone appointment., don't come in for a Financial Road Map® , or don't become clients?

While looking for and asking for Group Self-Referral opportunities, do you think it matters if I email vs. call the contacts I have?

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