I have a relationship [developed last year - "pre-BAI"] with a senior person at the Major League Baseball Players Alumni Association that needs to be followed-up on. In fact, he owes me a call that I would like to preempt by calling him. I believe the Financial Road Map® experience, and the three meeting process, etc., could offer solutions to many of the problems voiced to me by not just Major League Baseball, but by others in professional sports [some of whom I may have access through people I know]. I need the words to use for my centers of influence [these with direct access to sports personalities] to get them to give me access to their constituents. This is not a situation for me to run a Road Map [they are not physically close] but one where I would like to get their interest to possibly invite me to meet with their Board and/or refer me directly. I need a script!

My answer will be similar to the answer to your previous question. Contrary to your point of view, I believe this is the perfect person with whom to create a Financial Road Map® experience. (Notice, I did not refer to this process as "run a Roadmap.)

Your problem, in my opinion, is that you have the same "disease" infecting most FAs. (Don't feel bad. It's a highly contagious disease that inflicts almost everyone in our business. It's curable.) That is, you see some people as "centers of influence" who can refer you to others / "direct you to their constituents" instead of as human beings you can help by completing their Financial Road Map® and helping them get their entire financial house in perfect order and keep it that way forever by making smart choices about their money that are in alignment with their most important goals and their most deeply held values. Some of your Ideal Clients are well-connected people who can introduce you to lots of other people who can benefit from learning about Values-Based Financial Planning™, like the person you reference from MLB. Some of your clients are professionals whose clients can benefit from learning about Values-Based Financial Planning™, like accountants, attorneys, money managers, insurance agents, real estate agents, mortgage brokers, financial planners, doctors, etc.

First and foremost, see people as human beings you can help instead of as COIs who can help you. Can you envision how much more positively these people will respond to you when your intention is to help them instead of to get something from them?

If you choose to continue your journey with BAI and commit to the entire Values-Based Financial Planning turn-key business model, we will teach you our referral process and help you shift your way of being to align with what I'm describing. There's a reason why it's a 2-4 year journey. Mastery is a journey.

The "script" you request from me already exists. Invite this person to come to your office with their spouse and all of their financial documents for the reasons that it will benefit them to do so. Use your scripts for the "pivotal questions" to respond to their questions.

You can create your Ideal Life in 4 years or less by building an Ideal Client Community, by referral only, using the Values-Based Financial Planning™ Turn-Key Business Model.