For a client who declined a Financial Road Map® interview two months ago, is it OK to send a book and newsletter, followed by an invitation to do the Financial Road Map® again?

Article ID: 293

Last updated: 20 Nov, 2019

Yes. Use your judgment. While the Values-Based Financial Planning book and Values-Based Quality Of Life Newsletters are part of an Altruistic Biz Development strategy, you do not have to be altruistic with everyone. Just like a charitable person does not have to give money to everyone, you can be selective about who receives your gifts. The Rule of 168 dictates that being altruistic with everyone is not possible.

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Client Declining FRM and sending VBFP and NL again.mp3 (1.05 mb)

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Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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