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What should I do when I call a referral to schedule a Phone Appointment and that person is not there? Should I leave a message with a miscellaneous person, call back later to talk to the person, or leave a voice message?

Article ID: 30
Last updated: 20 Nov, 2019

Do whatever you have to do so the referred person either a) answers the phone, or b) they can hear your voicemail message exuding your energy and good content.

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b How do I handle clients who promise to give the name of a referral and call with the address, and then don’t?
b Had a Referral Conversation™ and the client provided great feedback on the process, the positive impact of having their Financial Road Map® etc. I addressed the question … “They already have an advisor”, I clarified this is not a solicitation, it is a gift and I explained the introduction process in detail. As I start to finish I asked if they have any questions about the process, they responded “No, it is clear." Again when I asked the question who’s first, they responded, “We don’t have a list of people to give you at the moment. We will keep it in mind; we don’t have a large circle of acquaintances.” What would you say?
b I have read all the FAQ's on the Centers of Influence. I did, however, have an additional question. When do we use the Business Plan? It seems like a valuable tool in this situation. Do we try to schedule a Financial Road Map® or a Phone Consultation™ first, and then resort to the Business Plan? We may have outworn our welcome by this time.
b Can you go through what a compelling Referral Conversation™ sounds like?
b I have put together a list of people I would like to meet; a Six Degrees of Separation list, but I'm not sure of the purpose of the list and where to go with it. What script do I use to contact these people? I know some of them through Church, and others I have never talked to. Am I approaching the people on this list to eventually complete their own Financial Road Map®, or am I wanting to meet them to tell them about the new direction of my business and asking where they feel I could meet potential Ideal Clients? Or am I trying to meet the people on this list for both reasons?
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