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I had a client who referred three friends to me at an Implementation Meeting. After my client contacted her friends, one did not want to receive the Values-Based Financial Planning™ book. I am not sure here whether I should enquire at our next meeting to see why they did not want to receive the Values-Based Financial Planning™ book.

Article ID: 412
Last updated: 20 Nov, 2019
Yes, you should ask your client to recount what transpired during that conversation.
Also listed in
folder Referral Conversation™
folder Referral Process/ Follow-Up Phone Call
private Referral Conversation™ -> Referral Conversation™ Misc.

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I had a client who completed an implementation meeting but was... »

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