It has happened a few times now that after a successful Phone Consultation™ (done according to the book) a Financial Road Map® meeting was scheduled, after which the referral cancelled. The reason (or excuse) given was, ‘I have an advisor / investments already’. When this comes up in the Phone Consultation™ I know how to respond. Since I got these responses afterwards per e-mail or voice mail I would like to know what to do. - Should try to preempt this next time and bring it up myself in the Phone Consultation? - Should I contact the referral, respond to their concern and try to reschedule?

Article ID: 244

Last updated: 20 Nov, 2019

Communicate the same thing you would say in the Phone Consultation™ by calling them back or in an email. Attempt to reschedule. You might experiment with “preempting” this in the Phone Consultation™ and see what happens.

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