Just received a mailing list from a friend and potential Ideal Client (600 names). He knows everyone on the list and attempts to cycle through and contact 2 per day. He is not an Ideal Client yet. I have given him a book, but not been able to get his wife to commit to a Phone Consultation or a Financial Road Map®. She was going to retire and the company just offered to retain her. When it settles, I hope to do a Financial Road Map® with them. In the meantime, do you have any thoughts on what might be appropriate to do with the names on his list? They're not Ideal Client referrals, but not totally random either. There are email addresses for about 20%, phone numbers for about 25% and addresses for 100%.

Article ID: 353

Last updated: 20 Nov, 2019

You don't need his wife on the phone to do the Phone Consultation. Proceed with him. After the Phone Consultation then you can worry about whether or not a Financial Road Map® is relevant for both of them. If so, work it out with him. Follow the process. There is no Financial Road Map® until after the Phone Consultation. Follow the process. Do one step of the process at a time. Follow the process. Focus on one piece at a time. Follow the process.

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