Occasionally after leaving a message, I receive an email back and/or a voice message back, which basically says, thank you for the book, I already have an advisor. I am assuming we should check with the client who referred them, about how they contacted their friend, (or if they even did), however, how should we respond to the email/voice message? Call back again?

First action would be to communicate with your client who referred you. Make sure they have contacted their referral and explained Values Based Financial Planning. ™ Make sure your client explains that this is a GIFT process and the value they would be receiving by getting their Financial Road Map® completed, whether they become a client of yours or not.

When you do speak to those clients who already have advisors, there is a specific script to follow for clients who already have an advisor. Re-examine this script and follow the process we teach.