I am in the Ideal Life Evaluation Program. I don't have all that many clients and am through most of them with the Financial Road Map®. What is the best way to build a list of people to call? I am not into the program enough yet that I have the Referral Conversation™ available to me.

Article ID: 402

Last updated: 20 Nov, 2019

Use the Financial Road Map® appointment setting script and contact all of your past prospects and invite them to come in to complete their Financial Road Map®. You may also want to do this with your friends, family, and colleagues from your previous career - if you had one.

When answering questions about the benefit to them to have their Financial Road Map® completed just speak from your heart about what you have experienced from having your own Financial Road Map® completed and completing Financial Road Maps® for your clients and others.

If you are uncertain how your clients feel about having their Financial Road Map® completed, ask them this question: "What has been the benefit or value to you in having your Financial Road Map® completed?" Listen to what they have to say and incorporate what they tell you when speaking with others about scheduling an appointment with you to complete their Financial Road Map®.

People will respond positively to you when you come from a place of wanting to help them, rather than wanting to sell them.

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Before Financial Road Map™

Referral Conversation™ -> Compelling Referral Conversation™ Help

Referral Conversation™ -> Referral Conversation™ Misc.

« When I am trying to go DEEP in the Referral Conversation and the...

I had a Referral Conversation yesterday with a client couple. ... »

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I have an Ideal Client who has given me referrals but has not contacted the referrals for permission to send the books, newsletters, and follow-up call. What’s the conversation to have with the Ideal Client so that they will follow through and contact the referrals so that I can finish the process?

During the Referral Conversation a client says....we have spoken to all our friends and they are taken care of. How would you respond. In my head the clients answer does match the question. I am offering to introduce people to Values Based Financial Planning™ and have a Financial Road Map® completed.

I have just started implementing the referral process which has been the hardest thing to implement. I am still trying to get it right. One of the first conversations I had indicated the benefits of the process were sense of security, takes the doubt away and provides more certainty. When asking who you would like to give that gift to, the clients indicated they did not talk financially among their friends. Although I know this person being a retired doctor, has plenty of people I could speak to, suggested they were down the pecking order and I think were afraid to refer these people. Although one runs an investment business, which I would not think is an Ideal Client for me. I had to explain the process a little more and eventually suggested that I would follow up on the phone, which is this Friday. What would you suggest is the best way of handling this situation to extract referrals?

I could really use your help with how I can go get clients without firing my Ideal Clients who don't give me 100 referrals or cold calling a list of people from my organizations that I do not know. I have 10 Ideal Clients, all of which all are previous clients. Frankly they are just now seeing the benefits of the difference between the Old World and New World as we added a lot of value and met regularly in the Old World. I have received referrals from almost all of these clients in the Old World. I am getting new referrals from these Ideal Clients, but not 100-200 per client. I am only getting one to two per referrals per meeting, per client. I understand the ‘In or Out’ theory, however, I don't have the financial freedom yet, to fire all 10 of my Ideal Clients if they don't give me 100-200 names.

If you had to pick two ways to get new clients what would they be and why?

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