Do you suggest I send out the Values Based Financial Planning™ book to potential contacts with the most important chapters earmarked and have them read these before our Old World New World™ one-on-one conversation?

Article ID: 31

Last updated: 20 Nov, 2019

Yes, this is a good idea. Also, since you are referring yourself to these people, it will help if you say something personal in your note to them about why you are sending them the Values Based Financial Planning ™ book and why you think they will be a good fit for Values Based Financial Planning™.

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