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 spend a fair amount of time practicing responses to clients who we are starting the Referral Conversation with. Your recent webinars have been vey valuable. So far I left the first Referral Conversations in Progress Meetings with the client with the view I expect them to bring names of people we can introduce VBFP™ to at the next appointment. Would it be beneficial to send a letter prior to the next progress meeting to remind them to bring names of people we can introduce VBFP™ too with perhaps an explanation of what we would provide. If so what would be the content I should place in this letter?

Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.

The 'already have an advisor' question during the Follow Up Phone Call has a scripted answer (Mod.#5, p.103) that has not worked very well for me. Is it OK to use the script for the same question during the Phone Consultation (Mod.#6, p.43) as it addresses more directly the benefit of having a Financial Road Map® regardless of the advisor? [E.g. "That's fine. Then you'll appreciate Values-Based Financial Planning™ and having a Financial Road Map®. It'll enhance the work you do with your current advisor. You can compare your existing plan to your Financial Road Map®, and you'll know for sure that you're on track.]

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

Is there a script for people introducing me at a cocktail party, etc...Even if they are not an Ideal Client themselves?

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