As I have one Ideal Client, I’m in self referral land, and not doing well. What / where would you suggest I go to meet more people?

Article ID: 395

Last updated: 20 Nov, 2019

Any place where people gather who are doing things that interest you that provides the opportunity for conversation.

Ask your one Ideal Client what organizations they are involved in where they could introduce you the people there.

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When making Self referral phone calls to people I know, some people know me from community work such as coaching, and don't really know what I do. After the opening as you & Doug Carter recommend they ask: What do you do? My answer has been: “Because we believe that there are more important things in life than money…… we will ensure that every financial decision you make for the rest of your life will be completely aligned with your most important goals and your most deeply held values….. With that in mind_______, what is one thing in life that is more important than money to you?” Is this ok, or would you recommend something different?

I am in self referral land, and I've had a few occasions when I've been treated like a salesperson (I've already got an investment guy, you're a money guy, etc.). What is your compelling response to that?

Having met a group of professionals only 1 time at a small group meeting - what would you suggest I do to try and get these individuals as Financial Road Map® Clients? What is the 1st step?

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Yesterday one of my Ideal Clients gave me three referrals in a Progress Meeting. I think one or two are clients are with my firm already, not my clients. I sent books and will make follow-up calls. How should I handle this when I contact them on the phone, since they may be with my firm already and I would not solicit them as a professional courtesy?

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