Would it be wise to send a cover letter with the Values-Based Quality of Life™ Newsletter as an introduction and informing the referred party that they will be receiving eight copies of the Values-Based Quality of Life™ Newsletter. If so, do you have a template or possible thoughts on what you would include in such a Values-Based Quality of Life™ Newsletter cover letter?

Article ID: 414
Last updated: 20 Nov, 2019
This is not necessary. And stop over-thinking the details.
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private Referral Process/ Follow-Up Phone Call -> Referral Process/Follow-Up Phone Call Misc.


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b As I have one Ideal Client, I’m in self referral land, and not doing well. What / where would you suggest I go to meet more people?
b May I use a different gift or book other than the Values-Based Financial Planning™ book?
b 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.
b I am planning a Client Event for the end of August. My plan is to invite several of my best clients, several of my best prospects and several of my referral partners and centers of influence and ask them to bring guests and I believe about 30 people will come. I have contacts with several non-profits. Would you advise holding the event in support of one of them and ask for donations or not? Or would that sully the social nature of the event?
b 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?
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