Can you please help me with an appropriate Financial Road Map® appointment setting script that I can use with the clients in my tax practice?

Article ID: 354

Last updated: 20 Nov, 2019

We are expanding the value we provide beyond just doing tax work and I'm calling to schedule an appointment for you and __________ (their spouse / partner) to come in to discuss it.

(Any further details, if needed, for this script can be taken from the Appointment Setting script in the Mastery Series 1 pg. 29)

Also listed in

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

Before Financial Road Map™ -> Initial Contact with Prospective Clients

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

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