No … the “Do Not Call” legislation does not apply to phone appointments that are conducted in accordance with the principles of Values-Based Financial Planning.™
The legislation is specific to telemarketing organizations and you are not a telemarketer. Just because you use a phone in the normal course of your business does not imply that you are a telemarketer.
Your call to referred parties is not a sales call. It is a service call, which you are committed to make whether the recipient ever considers engaging your services. You are calling as a service to provide a better understanding of the contents of the book. You are not calling about your professional services or to discuss your fees.
Even if the recipient of the call wishes to engage your services, you cannot establish the relationship over the telephone. The individual must schedule an appointment with you, and you must both reach a subsequent agreement to work together (which requires willingness on the part of both parties). This is a specific exception to the federal “Do Not Call” legislation.
