May I use a different gift or book other than the Values-Based Financial Planning™ book?

Article ID: 260

Last updated: 20 Nov, 2019

You may use another book or gift as a basis for the service call you will conduct with your Referrals. However, the results associated with the book, Values-Based Financial Planning™ are well documented and predictable. The book has been designed to provide real value to Referrals regardless of whether they choose to work with you … and that is the purpose of the Phone Consultation™: to conduct a service call that will be of value to the Referral.

Additionally, the gift of Values-Based Financial Planning™ is designed to share information that differentiates your service philosophy as a Trusted Advisor from that of a traditional member of the Financial Service industry. In that sense, it is a unique “gift” that provides Referrals with insight into the world of financial planning as well as clarity about the more comprehensive “life planning” element of the Values-Based Financial Planning™ philosophy.

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