I have been given the opportunity to give a 10 minute presentation to a group of people. I need 20minutes if I were to go through the recommended ideal life group presentation. Do you have any thoughts on what I should focus my time on in the presentation?

Article ID: 383
Last updated: 20 Nov, 2019
Tell them why giving you 20 minutes will be worth it for the group. Then follow the process we have given you. A 10-minute group referral process does not exist.

If you can't get the time you need to accomplish the task, don't accept the invitation.

(Analogy for why this should be an easy decision: If the pilot on your next flight to America was told that he would only be given enough fuel to get halfway there, what would you hope he does: (s) Accept half the fuel and do the best he can with a water landing in the Pacific Ocean or (b) Only agree to fly a plane that has enough fuel to get to the destination?)
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b Would it be wise to send a cover letter with the Values-Based Quality of Life™ Newsletter as an introduction and informing the referred party that they will be receiving eight copies of the Values-Based Quality of Life™ Newsletter. If so, do you have a template or possible thoughts on what you would include in such a Values-Based Quality of Life™ Newsletter cover letter?
b How long should we keep sending the Values Based Quality of Life™ Newsletter to referrals that either: don't respond to our calls, don't want to do the phone appointment., don't come in for a Financial Road Map® , or don't become clients?
b During the Referral Conversation a client says....we have spoken to all our friends and they are taken care of. How would you respond. In my head the clients answer does match the question. I am offering to introduce people to Values Based Financial Planning™ and have a Financial Road Map® completed.
b For the last 10 years we go annually to Charity a function for a Dialysis Association. Our neighbors assist their sister (who is a kidney transplant recipient) to organize this. The neighbors nor the sister are Ideal Clients - not delagators. My aim is to get to the medical specialists and treat and do the kidney transplants and a couple that attend the charity ball each year. There are potentially a few people who could potentially be Ideal Clients at the ball with own business etc. My thoughts were of donating say 3 of the VBFP books per table ( the customized books are due arrive on 10th May and the Charity Ball is on the 14th May) I could include a Financial Road Map® conversation over the phone This may be beneficial to the people concerned and I may be lucky to get an Ideal Client. Perhaps I could contact the doctors at the dialysis unit later and mention I donated the books, if they received a copy and if not--- it may be of interest to them.--- would they like a book sent and set up a 20 minute phone conversation. Bill, what do you think? Can you suggest more or something else? If you agree I will try to draft up a couple of phone conversations --- first to the charity ball organizers (my friends) and secondly the doctors at the dialysis unit.
b I am planning a Client Event for the end of August. My plan is to invite several of my best clients, several of my best prospects and several of my referral partners and centers of influence and ask them to bring guests and I believe about 30 people will come. I have contacts with several non-profits. Would you advise holding the event in support of one of them and ask for donations or not? Or would that sully the social nature of the event?
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