We scheduled a Financial Road Map® Meeting with an existing client over the telephone. A few days later they responded with the following: "Good Morning Shelby and Dean, we have decided that we will not participate in the Financial Road Map®. At present, we feel that one plan is enough. Thanks for taking the time to discuss this with us.” How would you respond to this client?

2 possible scenarios:

1.) I would probably send him a short and sweet email to feel free to get in touch when they are ready and let it go.

2.) These are signs from God. Some people like to get things done and some people just pretend like they do. I might make one more call, however, you simply don’t want to have to work that hard with one individual to schedule an appointment. Maybe, sometime before you’re done, he’ll resurface and you can make a judgment call at that point if you want to let him back in the loop. This is why it’s so important to really, truly have your Values-Based Financial Planning™ referral process in full swing all the time until you are done. That way you always have plenty of people to contact so individuals don’t get under your skin.