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?

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.