How long should we keep sending the Values Based Quality of Life™ Newsletter to referrals that either: don't respond to our calls, don't want to do the phone appointment., don't come in for a Financial Road Map® , or don't become clients?

Article ID: 34

Last updated: 20 Nov, 2019

Unless I had really been blown off in a rude or offensive way, I would be inclined to send them the Values Based Quality of Life™ Newsletter until I was done building my Ideal Client Community. In every issue I would include a 1-page update of my “Being Done” progress so they could get a feel for when their window of opportunity for becoming my client was closing.

Don Van Landingham, the most recent advisor to get done, said that he couldn’t believe how many people came crawling out of the woodwork as he was got closer to being done and how many people who had been non-responsive wanted to make sure to get in for a discussion before that door closed forever. This might seem a bit inconsistent with what we teach at the Academy 2 about sending the Values Based Quality of Life™ Newsletter for 8 weeks during the first 2 months after you have been referred to someone and you are diligently and proactively following up with them to see if there is a basis to schedule a phone appointment to discuss how the concepts in the Values Based Financial Planning™ book might help them with some area of their life is MISC.

But it really isn’t because we don’t address what to do after those 8 weeks have elapsed. If it were me, I would continue sending the Values Based Quality of Life™ Newsletter because my sole motive isn’t just to get clients. I actually want to help people make better choices so they live happier and more successful lives, even if we never do business together. And the Values Based Quality of Life™ Newsletter can help people do that. I can’t speak to your motives, but that’s what I would do.

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I have been given the opportunity to give a 10 minute presentation to a group of people. I need 20minutes if I were to go through the recommended ideal life group presentation. Do you have any thoughts on what I should focus my time on in the presentation?

I have called one of my better client's referrals many times. Though some were outside of my geographic area and, I felt, would not be potential clients, but I mailed them the book anyway. But I have received little or no follow up from any of them. What is the problem?

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