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?

Article ID: 348

Last updated: 20 Nov, 2019

"I am calling to confirm your appointment with _______ on ____ day at _____ o'clock. In order for you to the best experience possible all you need to have handy is the copy of the Values-Based Financial Planning book that ______ sent you. Do you have any questions?"

Same opening to confirm the Financial Road Map interview... In order for you to have the best possible experience we sent you a checklist of things to bring to the meeting. Do you have any questions I can answer?"

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Before Financial Road Map™ -> Scheduling Financial Road Map™ Interview (Existing Clients)

Before Financial Road Map™ -> Phone Consultation™

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

« There are a number of people who do business with my agency that...

Can you please help me with an appropriate Financial Road Map®... »

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What language do you use to set up a Financial Road Map® with prospects?

When I attend self-referral functions and events and I am able to go deep and put the offer on the table, some of these people believe that they have everything in order and seem to be very organized and know exactly what they want to do with their life, or they say that their accountant does all that . I believe they would gain benefit from the concepts of Values-Based Financial Planning if they had a chance to understand what Values-Based Financial Planning was and may reconsider their own arrangements. Do you have any coaching that would help move these people to the next step in the process, that is accepting the book and a 20 minute conversation over the phone?

We are refining the process and scripting the AM uses when sending both an email and scripting on the phone when reminding a prospect of their upcoming Financial Road Map™ Meeting. The goal is to have the Financial Road Map™ meeting confirmed so it occurs. Would you send the email first, for example 3 days prior to the Financial Road Map™ and then also have the AM make the phone call to confirm the Financial Road Map™ meeting? How many days before the Financial Road Map™ meeting would you have the email and phone?

At the last Academy (January 2012 Academy 2), you mentioned that when someone asked us ‘What do you do, aren’t you a Financial Advisor?’, we should say ‘No.’ What do you say if you are still transitioning out of a position as a Financial Advisor- a role you plan on exiting at some stage?

I am speaking with existing clients (some clients have only insurance or only investments or a combination of both) and I’m using the Financial Road Map® scheduling script for existing clients. When I say, “I wanted to let you know we are making substantial improvements to our business model… Etc.” The client responds, “We have enough insurance and/or my investments are OK.” What would you have said to keep the conversation on topic?

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