What process can be put in place to organize the Values-Based Quality of Life™ Newsletters so they are sorted and distributed with a flow that avoids duplication of the same Newsletter to the same prospect and also prevents wasting unused Newsletters in a given month?

Article ID: 311
Last updated: 20 Nov, 2019
This is an excellent process for one of your admin subject-matter-experts to create using the Best Way Process™ creator in Module 8 in the Mastery Series™.

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b Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.
b Does a Financial Advisor always have to start in business by approaching his/her natural market?
b I recently met someone and did a self-referral. We completed his Financial Road Map® and then asked if we could meet again for me to meet his fiancée as well as his personal accountant. We met and I helped his fiancée complete her Values Staircase™ and discussed their goals. During the meeting the accountant made it clear that she was the gatekeeper for these clients, that she'd be reviewing our statements every month and that she would need to have input on the asset allocation, etc. Any advice on how to work with the accountant? The client values her and their relationship very much.
b I just completed a Group Self-Referral presentation. It went very well. Should I email the participants’ filled-out Ideal Life worksheets to them? If so, what email template should I use?
b I work predominately with retired clients. My thinking is that some of these clients would have friends, family that we would be able to assist however I am thinking that I really need to be aiming at more successful/professional type people although I have little of this type of person in my client base. This may be a silly question but how would you got about attracting this type of clients?
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