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.

« Yesterday one of my Ideal Clients gave me three referrals in a...

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

Others in this category

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?

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?

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?

What is the new step by step process for handling introductions to CPAs, Estate Attorneys, and other COIs? Do we approach them solely as a resource for our clients? If so, how do we do this? Or, do we approach them as a resource AND do their Financial Road Map® with the possibility of them becoming a client?

As I have one Ideal Client, I’m in self referral land, and not doing well. What / where would you suggest I go to meet more people?

» More articles