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I have a large pool of prospective clients that deal with and trust my firms in a variety of areas but don't know me personally. I am currently calling these people to schedule Financial Road Map Interviews™ but wondered whether I should be using the Self-Referral process as per the slides on the site with the offer, MISC, Book and Phone Consultation prior to a Financial Road Map Interview™ or just go straight to a Financial Road Map Interview™? So far the response has been positive to the Financial Road Map Interview™ but I’m not sure they have enough background to understand what we will do prior to the meeting. What would you recommend?

Article ID: 398

Last updated: 20 Nov, 2019

Yes, use the self-referral process.

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