Should I be sending Values Based Financial Planning™ Newsletters to my Ideal Clients as well as referred prospects? How often? Monthly? Quarterly?

Article ID: 24

Last updated: 20 Nov, 2019

Clients: monthly.

Referrals: Weekly for the first 8 weeks when you are most proactively engaged in following up and then monthly after that if you choose to keep them in the process.

This is covered in further detail at our Academy 2.

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I have been given the opportunity to give a 10 minute presentation to a group of people. I need 20minutes if I were to go through the recommended ideal life group presentation. Do you have any thoughts on what I should focus my time on in the presentation?

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?

Would it be wise to send a cover letter with the Values-Based Quality of Life™ Newsletter as an introduction and informing the referred party that they will be receiving eight copies of the Values-Based Quality of Life™ Newsletter. If so, do you have a template or possible thoughts on what you would include in such a Values-Based Quality of Life™ Newsletter cover letter?

I was at a private health clinic the other day getting an in depth annual checkup (as per your suggestion). I met with the Director briefly and was answering her questions about my experience and how the process is going regarding my health assessment. She started asking me questions around my work, for example - how is your work is going? Is this a busy time for you? etc. 1. I wanted to create a script when someone asks me, “So how’s your work going,” other than just saying, “GREAT,” and the conversation ending. Example – “My work is great, It is very rewarding being able to help successful people achieve their goals.” 2. What would you say to then PIVOT after answering the question, “how’s you work going?” ( I want to PIVOT and then ask a meaningful question about her ). 3. What is an opening question you would use after this PIVOT to continue the conversation down a more meaningful path to gather Meaningful, Important, Significant and Compelling information about HER. Can you help with some scripting?

May I use a different gift or book other than the Values-Based Financial Planning™ book?

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