In the Financial Road Map Interview™, the Pre-Commitment script is just slightly different from the Referral Phone Appointment script. Is their any preference to use one script or the other in either of these instances?

Yes. The phone appointment script is a little bit softer because you are not yet in a position to offer a “relationship with an advisor like me,” as in the Pre-Commitment phase of the Financial Road Map Interview™. When you are in the process of conducting the phone appointment you are helping the person to whom you have been referred get value from Values Based Financial Planning, particularly certain concepts in the book. When you are Face to face conducting the Financial Road Map Interview™ it is more about establishing a relationship and possibly hiring you to be their Trusted Advisor.