I am now in the CAP program. Out of the 60 existing households I have 10 Ideal Clients. These clients have all been with me for 8+ years. For lack of a better word I've worn out my referral welcome with these folks. I'm in Rotary, Lions, Chamber of Commerce, and some other social networks. Of the many people in the Chamber I'm only familiar with a few, so I feel like I have to at least go talk with each person to get a self referral, find out a little about them and introduce myself since we have never met in person. I'm not having a lot of success with this in converting people to Ideal Clients. Most of my Ideal Clients are retired and not still working. I've finished all aspects of my Deliverables Team and trained a new internal staff since the last academy. To be bluntly honest I have time blocked time on my calendar for client acquisition, but just don't feel like I have a qualified (and I stress that word) list of candidates to call on for the process. Based on the 113 Ideal Clients I will need I'm going to have to call on almost 1,000 people to reach my goal of 113 Ideal Clients. I'm really struggling and would greatly appreciate your input on where I’m going to get all of these people? For our service to make sense they have to have a minimum of $500K, but really would be better for $1M+. I could call on people all day long with no money, lack there of, or a couple hundred thousand, but it would be a real waste of my time, yours, theirs, and my families time, because it won't create any REAL results even if they have a good experience.

First of all, relax, you're really just getting started. You have yet to attend your first Academy 2 and it's unlikely you have had Progress Meetings with your 10 Ideal Clients following the Referral Process that we teach. As you build your skill and confidence with our process your 10 Ideal Clients will participate in the Referral Process because they know people who can benefit from knowing about Values-Based Financial Planning™.

Second, get even more clear about your Ideal Client Profile and your Predictable Minumum Annual Recurring Revenue (PMARR). If your PMARR is not at least $10,000, raise it. And then determine how many Ideal Clients you need. It's probably fewer than 113. There is no asset minimum. All they have to do is be willing to pay your PMARR $10k + for you to be their Trusted Advisor to.... (see the VBFP value proposition written below).

Third, get busy having Referral Conversations, making Follow-Up Calls, doing Phone Consultations, and conducting Financial Road Map Interviews™. You don't get good at it by contemplating it and studying it. You get good by doing it. Your "Way Of Being" in your question sounds too much like a selfish salesperson who doesn't want to do anything good for anybody unless they are "qualified" to become a client. That way of being will doom you from ever being successful with the Values-Based Financial Planning™ Referral Process. If it turns out you really need to do 1,000 Financial Road Maps® you better get crackin'.

VBFP Value Proposition:


In the "New World" you will get your entire financial house in perfect order and keep it that way forever, making smart choices about your money in alignment with your most important goals and your most deeply held values, so you have a 10 level of confidence that no matter happens in the markets, the economy, or the world you will achieve your goals.

We deliver on this promise by providing 10 core client deliverables broken into a list of 143 deliverables checkpoints orchestrated by me, your Trusted Advisor, and supported by a team of best-in-class subject-matter-experts in financial planning, asset management, insurance, tax, and legal.

We will meet 3x / in the coming year to get your entire financial house in perfect order. Each meeting covers different elements of the client deliverables and when every single action item is complete that's when you can legitimately say that your entire financial house is in perfect order. We will continue meeting 3x / year to make sure your financial house stays in perfect order as we respond to the dynamics of your changing life and those of the changing world we live in. Sound good?