I receive emails from my Accountability Coach saying that I should send out an email that states, “I have received x number of referrals from other advisors, and thanks the person who referred them. Is this something we might/should be doing occasionally if our Ideal Clients are ok with it? i.e. Send to all Ideal Clients, something like: " I would like to thank Ward & June Cleaver, they have just introduced the valuable concepts in Values Based Financial Planning™ to 10 of their friends. They are truly making a positive impact on their community of friends & family." As reminder, if you would like to introduce the concepts in Values Based Financial Planning™ to the people you care about; to help them make even better financial decisions, please let us know.

Article ID: 243

Last updated: 20 Nov, 2019

I would include this with the summary / update you insert in every Values-Based Quality of Life™ Newsletter about how many Ideal Clients you added during the past month and how many more you have to go to complete your Ideal Client Community.

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It has happened a few times now that after a successful Phone... »

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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 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?

I have an Ideal Client who has given me referrals but has not contacted the referrals for permission to send the books, newsletters, and follow-up call. What’s the conversation to have with the Ideal Client so that they will follow through and contact the referrals so that I can finish the process?

I feel like I am over analyzing the right questions to ask in a self referral conversation. The result is somewhat paralyzing. If I have some knowledge of the prospect, his occupation or family situation, what question or questions I should start with. It seems like I am trying to find out if they have other things in their life more important than money or if they are confident in their financial future or if they are comfortable that their entire financial house is in perfect order. What do I ask to lead in to a discussion of the above?

I need to make sure I am on the right track. Is the purpose of the self referral conversation to set a Phone Consultation Appointment? Is it important to go deep even if the prospect is welcoming to receive the Values-Based Financial Planning™ book and Newsletters and agrees to the Phone Consultation?

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