I am creating the Self Referral: Phone Call scripts for friends and professional acquaintances. I understand the flow chart handed out in Jan 2011 Academy 2. I have created the openings statement and purpose for call, questions & conversation and make offer text sections. I have a list of contacts and am ready to make phone calls. During A2, we covered Value of the Offer. 4 points were provided. *Free up mental and physical space and time to focus on the things in your life that are more important than money such as Quality of Life Enhancer Exercise. *Get your entire financial house in perfect order and keep it that way forever. *Align your financial choices with your most important goals and most deeply held values. *Have a 10 level of confidence that no matter what happens in the market, economy or world, they will have confidence about achieving their most important goals. I'm confused about how the Value of the Offer points should be incorporated into my scripts. If the contact rejects my offer to receive the Values-Based Financial™ book, Quality of Life Newsletters and a 20 minute phone call, I've scripted “Thank you for your time. I wish you well in experiencing all the things that are most important to you” and end the call. If the contact accepts my offer to receive a book, Quality of Life Newsletters and a 20 minute phone call, I don't understand how to incorporate the Value of the Offer points into the Script.

Article ID: 363
Last updated: 20 Nov, 2019
You only make the offer if the answers to your questions indicate that making the offer is relevant for them. If so, you simply communicate with them why you believe that the general "Value of the Offer" points connect with what they specifically said is important to them.

eg: "Based on what you told me about you wanting to spend more time teaching doctors in Paraguay how to better care for their people and enjoying more time with your grandchildren, I believe you will find some of the concepts in this book I'm going to send you will have some impact on freeing up time for you to do more things like this in your life."
Also listed in
folder Referral Process/ Follow-Up Phone Call
folder Referral Process/ Misc.
private Referral Conversation™ -> Referral Conversation™ Misc.


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b I have read all the FAQ's on the Centers of Influence. I did, however, have an additional question. When do we use the Business Plan? It seems like a valuable tool in this situation. Do we try to schedule a Financial Road Map® or a Phone Consultation™ first, and then resort to the Business Plan? We may have outworn our welcome by this time.
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