Yesterday one of my Ideal Clients gave me three referrals in a Progress Meeting. I think one or two are clients are with my firm already, not my clients. I sent books and will make follow-up calls. How should I handle this when I contact them on the phone, since they may be with my firm already and I would not solicit them as a professional courtesy?

Article ID: 242

Last updated: 20 Nov, 2019

When you get to Commitment to Hire™, if you get that far, just don’t offer to be hired. Tell them to take their Financial Road Map® to their next meeting with their advisor and use it as the basis to take that relationship to the next level. Call their advisor, your colleague, and give them a heads up about what’s happening. Then refer your colleague to your Accountability Coach.

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I recently had a Phone Consultation with a high school classmate who I believe has been financially successful. When we got to the place where I asked him, "What do you think the value would be for you and Rita to have a complete Financial Road Map® that you built together?" His response was, "Well I mean...we pretty much have a pretty good road map...I mean...I feel like we do anyway." And my inadequate response was, "Well, okay." I have gotten a similar response a couple of other times and would appreciate your help with how to respond.

For the last 10 years we go annually to Charity a function for a Dialysis Association. Our neighbors assist their sister (who is a kidney transplant recipient) to organize this. The neighbors nor the sister are Ideal Clients - not delagators. My aim is to get to the medical specialists and treat and do the kidney transplants and a couple that attend the charity ball each year. There are potentially a few people who could potentially be Ideal Clients at the ball with own business etc. My thoughts were of donating say 3 of the VBFP books per table ( the customized books are due arrive on 10th May and the Charity Ball is on the 14th May) I could include a Financial Road Map® conversation over the phone This may be beneficial to the people concerned and I may be lucky to get an Ideal Client. Perhaps I could contact the doctors at the dialysis unit later and mention I donated the books, if they received a copy and if not--- it may be of interest to them.--- would they like a book sent and set up a 20 minute phone conversation. Bill, what do you think? Can you suggest more or something else? If you agree I will try to draft up a couple of phone conversations --- first to the charity ball organizers (my friends) and secondly the doctors at the dialysis unit.

I am building a pool of groups I will approach to offer the Ideal Life PowerPoint (Self Referral) program. The script for the program is comfortable. Is there a script for how we would approach these groups to make the offer?

I have mailed new clients a Values Based Financial Planning™ book and have conducted successful phone consultations. When we meet at my office to complete the Financial Road Map®, I’m not sure how I should segue into that conversation. Should I still be utilizing the initial Financial Road Map® conversation even though a portion of the Financial Road Map® is already completed, or should I be using another bridge to complete the conversation? What might that bridge introduction sound like?

Do you suggest I send out the Values Based Financial Planning™ book to potential contacts with the most important chapters earmarked and have them read these before our Old World New World™ one-on-one conversation?

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