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When emailing prospects to confirm phone appointments, Financial Road Map meetings®, I’ve been including the following: Phone meetings: Time, day, what number I’ll call them up, and reason for meeting, including their MISC info Financial Road Map® Meeting confirmation: Time, day, reason to complete Financial Road Map® including their staircase info, directions to office, and documents to bring. And same info again closer to the day of the meeting, if they scheduled far in advance or if they reschedule. Is this an okay way to go about contacting referrals and confirming meetings?

Article ID: 38

Last updated: 20 Nov, 2019

This is excellent and a good business practice of the organized professional.

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