First of all, you hit the nail on the head about referrals. Traditional forms of prospecting are very difficult to get people to come to your office or to meet with you at all for that matter. Which is why most people who enter this business fail and why most who stay in the business are not especially successful. I’m guessing that you are still in the early stages of implementation with Values Based Financial Planning™ and the Financial Road Map Interview™ and have not yet put our referral process to work for you. That’s okay, all things in due time. However, when you are consistently implementing a proven referral system and your calendar is nice and full, you don’t worry too much about other prospecting or marketing systems or how to convince people you might bump into socially to come to your office.
Your first step is to work with your Accountability Coach to establish a target list of people you can do Financial Road Map Interviews™ (FRMI) with. From there you will have some success and we will teach you to build on that success and build your business by referral only. You can actually build a practice from day one by referral only. I realize that this is not the conventional thinking of the financial service industry, but we help advisors do this on a regular basis.
