When making Self referral phone calls to people I know, some people know me from community work such as coaching, and don't really know what I do. After the opening as you & Doug Carter recommend they ask: What do you do? My answer has been: “Because we believe that there are more important things in life than money…… we will ensure that every financial decision you make for the rest of your life will be completely aligned with your most important goals and your most deeply held values….. With that in mind_______, what is one thing in life that is more important than money to you?” Is this ok, or would you recommend something different?

It's not bad, Jack. The best measure is how it's working in the real world. My answer to that question would probably be more like:

We do two things:

1. For everyone we know, or are referred to by our clients we help them discover how the concepts of Values-Based Financial Planning will help them live a better life in alignment with their most important goals and their most deeply held values. We do this free of charge and whether or not they ever become a client.


2. For our clients we make sure they get their entire financial house in perfect order and keep it that way forever. The impact is that our clients have a 10 level of confidence that no matter what happens in the markets, the economy, or the world they will achieve their goals. I'm just curious, on a scale of 1-10, what number best represents your confidence factor that no matter what happens in the markets, the economy, or the world you will achieve your goals?


Would like for your confidence about the future to be a 10?


That's why I gave you a call today. I'm not sure whether or not what we do is a good fit or not, but it only takes a few minutes to find out. What do you think?


NEXT STEP: ASK YOUR QUESTIONS TO DETERMINE RELEVANCE AND, IF RELEVANCE, MAKE THE OFFER.