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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I recently conducted a Phone Consultation™ and it went well. However, when I asked "What do you think the value would be for you and your wife to have a complete Financial Road Map® that you build together? He replied "Well If I did not have an Advisor and have a plan, I could see value in it". I continued to offer to complete the Financial Road Map® for them (following the script) but he said "he would not want to waste my time since he already had an Advisor for 20 years that he was happy with" I let him know it would not be waste of my time if I could do something good for them; and it could only enhance the relationship with their current Advisor. He declined but thanked me. What could I have done differently?

When making the calls to schedule Financial Road Map® interviews with current clients, I've received the same reply numerous times. The client will often say something to the effect that he/she needs to check scheduling with their spouse and will get back to me with a time that works for the two of them. I reply that it is fine and confirm when I can check back in. I then send an email to the client I spoke with to serve as a reminder. Is there anything else I should be doing? I imagine that pressing to set an appointment on the phone, with language like, “Let's set a time that works for you, you'll check with your spouse and we can reschedule if necessary” is too “salesy”?

I am scheduling a Financial Road Map® Old World New World™ meeting with a very busy client and the only way to do Financial Road Map® is at his place of work which I know is not the best. Would you tell them I only meet at my office and risk the chance of the client saying no?

I am not sure if I should explain what the Financial Road Map® is about or if this is too much detail. Sometimes when we email the client a list of the documents needed for the meeting they seem surprised. What should I tell them when asked what is this all about?

I am in the Ideal Life Evaluation Program. I don't have all that many clients and am through most of them with the Financial Road Map®. What is the best way to build a list of people to call? I am not into the program enough yet that I have the Referral Conversation™ available to me.

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