Could I get an example of wording in regards to making a self referral call to an acquaintance in which he did not have enough M.I.S.C. information about them to introduce Vales-Based Financial Planning™ to them?

Article ID: 288

Last updated: 20 Nov, 2019

Call them and tell them that you want to send them a book that you think might be of value to them, but you don’t want to waste their time if it’s not. In order to determine if it might be of value you want to ask them a few questions. Ask them some of the M.I.S.C. questions that you learned in Academy 2. If there seems to be a fit, tell them so, send them a book, and schedule the 20 minute phone appointment. If there doesn’t seem to be a good reason to send the book, don’t. Follow the process: do the phone appointment and, if appropriate, invite them in for a complete Financial Road Map®.

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Referral Process/ Misc.

Referral Process/ Follow-Up Phone Call -> Using MISC information

Referral Process/ Follow-Up Phone Call -> Referral Process/Follow-Up Phone Call Misc.

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I had a client who referred three friends to me at an Implementation Meeting. After my client contacted her friends, one did not want to receive the Values-Based Financial Planning™ book. I am not sure here whether I should enquire at our next meeting to see why they did not want to receive the Values-Based Financial Planning™ book.

When making Self referral phone calls to people I know, some people know me from community work such as coaching, and don't really know what I do. After the opening as you & Doug Carter recommend they ask: What do you do? My answer has been: “Because we believe that there are more important things in life than money…… we will ensure that every financial decision you make for the rest of your life will be completely aligned with your most important goals and your most deeply held values….. With that in mind_______, what is one thing in life that is more important than money to you?” Is this ok, or would you recommend something different?

I'm struggling with Meaningful, Important, Significant, & Compelling (MISC) conversations for Self-Referrals. I've had 3 or 4 follow up discussions cancel within the last week alone without a rescheduled date and I'm positive this is the reason why. Any suggestions?

I am just starting on my journey with 6 ideal clients and calculated the number of phone call meetings I need to make(to be Done in 4 years or less)as 5/day. What activities do you suggest I be doing now/ASAP, to ensure I am getting these numbers so I can fill my activities calendar each day?

I have three people that I would like to introduce to Values-Based Financial Planning™ by sending your book. While I know these people, I do not know enough Meaningful, Important, Significant, & Compelling (MISC) information to write a compelling note on the book and to make a meaningful Follow-Up phone call. I want to make sure I know how the concepts can be valuable to them when I call. I want to call these people and ask them the appropriate Meaningful, Important, Significant, & Compelling questions to be able to do just that. I would appreciate you giving me your suggested words for how the initial part of my phone conversation should go with them to lead into the Meaningful, Important, Significant, & Compelling conversation.

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