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

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 am not sure if I should explain what the Financial Road Map® is about or if this is too much detail. Sometimes when we email the client a list of the documents needed for the meeting they seem surprised. What should I tell them when asked what is this all about?

When using the script to set a Financial Road Map® appointment with an existing client, they sometimes want me to elaborate on the purpose of the meeting. I've found that if I even mention the Financial Road Map®, clients want to know everything about the process. I'm doing my best to steer them towards the goal of scheduling the appointment and bringing in their documents, but sometimes we get bogged down over the phone. I realize part of this is me and my lack of experience and it's also an unexpected call from me, so clients tend to be naturally curious. However, are there any tips, advice, or verbiage I can practice so my next round of scheduling calls go better?

When making phone calls, using the Financial Road Map Scheduling Script™, I get people who procrastinate about coming in to do their Financial Road Map®. In addition to the script, I am also telling them what excellent experiences other clients have had. Is there anything you can suggest to be more effective on these calls?

Today I had a 15 minute phone appointment with, a guy who “gets it” and who wants to come in for a Financial Road Map® meeting. However, his wife doesn’t want to come to the meeting. These are existing clients and I have always met with just him. How should I handle this?

» More articles