There are a number of people who do business with my agency that I don’t have much of a relationship with (other than they bought insurance from my agency and I may have been involved in their purchase). Would this be more of a self-referral option, or should I get a referral from the servicing staff member, or should I treat them as a client and just use the normal procedure?

Article ID: 294

Last updated: 20 Nov, 2019

Yes, it could be handled like a self-referral or it could be handled with the Old-World New-World™ process described in scheduling appointments in Mastery Series™ 1 with existing clients. Mastery Series 1: Pg. 29

Attached files

People doing business with my agency, do I treat them as a self referral.mp3 (1.27 mb)

Also listed in

Before Financial Road Map™

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

« Is there a point at which I don’t request an Financial Road Map...

Could you help create a script for our staff to use when calling... »

Others in this category

A client asked, “How does this (having a Trusted Advisor) work in practice?” I started to explain that we work with a team of Subject Matter Experts in their narrow fields of expertise to create a plan to get your financial house in perfect order and keep it that way forever. I briefly explained the Three Meeting Process™ as well. Is this the right approach to take if asked this question or what else should I have / have not said?

Could you help create a script for our staff to use when calling to confirm both the Phone Consultation and Financial Road Map Interview™ to increase our chances of having the appointment kept and have the best possible experience?

I'm new to Values-Based Financial Planning™ and am looking forward to the Academy 1 in October. In the meantime, I wanted your guidance on the following: I've been referred to a young family man who is dying. I'm wondering about how he'll react to a question like, “What’s Important About… To You?” and probably more so to the question about his tangible goals... especially as he doesn't have much of a road to look down. How do you handle conversations with people who are dying, especially young people with families?

Is there anything else you would suggest to be more effective in getting my existing clients in for a Financial Road Map Interview™?

I think I had reasonably good phone consult yesterday. When asking the question, “What would the benefit be for you and your partner to complete a full Financial Road Map® together?” The client said, “I don’t have an answer for that.” So I kept quiet for a little while and he finally said, “It could be valuable, however, not at this stage.” He had the sale of his main residence that was going to realize a large piece of capital and wanted to wait until after the sale to look at something. I had no problems with this. How would you have responded to this?

» More articles