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.

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.