In mailing the book to a referral, should it be in a plain envelope rather than one with corporate logos, address, etc.? (In his last Trusted Advisor Tool Kit™ call, Mark made mention that he believed mailing in a plain envelope was more beneficial.)

Article ID: 245
Last updated: 20 Nov, 2019
Yes, plain envelope.

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b While looking for and asking for Group Self-Referral opportunities, do you think it matters if I email vs. call the contacts I have?
b Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.
b 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?
b Is there a script for people introducing me at a cocktail party, etc...Even if they are not an Ideal Client themselves?
b 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?
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