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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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?

I will be meeting with clients I have known for 25 years and who have been clients for six. They retired two years ago and we have been working from a Retirement Plan I prepared for them when they became clients. How do I use the Financial Road Map® with these clients?

Can you clarify when to give a Values-Based Financial Planning™ book to an existing client? I set appointments with existing clients and do the Old World, New World introduction and then the Financial Road Map®. Should I always give the Values-Based Financial Planning™ book to the clients if they hire me?

Do you have a script for appointment setting that works with a non referred client you are in the beginning stages with, that makes them feel comfortable bringing their large pile of documents to a first meeting?

I love the notion of, "Showing up ready to be no place else," and thought it was tremendously effective during the Academy. Would you ever consider asking clients and prospects to do the same? E.g., asking them to leave their cell phones with the receptionist? Or maybe a softer approach like, "We find clients get the most benefit from these meetings when they are able to completely focus on the discussion. If you'd like, our receptionist would be happy to keep your cell phones for you and can let you know if you get a call or text from a specific person (e.g. your kids)."

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