I spend a fair amount of time practicing responses to clients who we are starting the Referral Conversation with. Your recent webinars have been vey valuable. So far I left the first Referral Conversations in Progress Meetings with the client with the view I expect them to bring names of people we can introduce VBFP™ to at the next appointment. Would it be beneficial to send a letter prior to the next progress meeting to remind them to bring names of people we can introduce VBFP™ too with perhaps an explanation of what we would provide. If so what would be the content I should place in this letter?

Article ID: 397

Last updated: 20 Nov, 2019

I don't think this is a separate letter, but it might be one of the agenda bullet points in whatever you send to a client to prepare them for the Progress Meeting.

You might consider not waiting 4 months for the next Progress Meeting and scheduling an appointment for the sole purpose of doing the Referral Process in a couple of days or a week. It really doesn't take 4 months to think of people to give gifts to.

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