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Does adding the following phrase to the, "What do you do question," change the impact or sound too salesy? "I own a Values Based Financial Planning Firm. We help our clients enhance their quality of life by getting their entire financial house in perfect order and keep it that way forever.” The addition seams to add clarity to the, “What do you do,” question.

Article ID: 399
Last updated: 20 Nov, 2019
Sounds fine to me.
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folder Before Financial Road Map™
folder Before Financial Road Map™ -> Initial Contact with Prospective Clients

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b I feel like I have been doing all of the planning and goal setting for my clients. I don't see any other way to invest their money unless their financial home is in order. Since this is already in my practice how do I go back to existing clients and say I am charging a fee to do what I’m suppose to do as a financial advisor?
b What would be a good cold calling script?
b When do you advise I should do Success Road Maps® with my employees?
b I realize mine is not the optimal model, but until I actually get an Ideal Client and transition to referral only, it is the one I've got. Here is my situation -- I've met with a few attorneys since my return from the Academy, actually took out the Financial Road Map® and tried to get them to go through it with me [they all refused and I do not expect that to change] but they all were intrigued enough with what I was saying to ask me for the words for them to use [most likely in an email] so that they could tell their clients about me and give them the chance to contact me. No, they will not give me their clients' names for me to contact directly; nor will they send the VBFP book/Road Map to their clients on my behalf. They want a short blurb on what I do, what makes me appealing/different, etc. so that THEY can make the INTRODUCTION/REFERRAL. I've learned from the Financial Road Map® Interview that what we say, how we say things, the language we use, etc. are all critical to the rapport building. So, with all that in mind, what words would you suggest I put before the attorneys so they can make a "warm" third party referral without having experienced the Road Map first hand [again, they won't do it, but I am confident they will make introductions].
b Does a Financial Advisor always have to start in business by approaching his/her natural market?
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