I have identified a script gap for when I am reconnecting with past clients and prospects and introducing them to Values-Based Financial Planning™. Do you have any wording that I could use to talk to people with whom I have no current relationship? I was thinking of something along the lines of, “Our office has been in contact with you in the past and we have undergone some major changes in how we serve our client community. On our way to completing our Ideal Client community, we know that we will positively impact all those along the way. Rather than just send you a copy of the Values-Based Financial Planning™ book, the purpose of this call is to see if Values-Based Financial Planning™ would be relevant in your world. Do you have a couple of minutes?” I would appreciate your input.

Article ID: 435

Last updated: 20 Nov, 2019

Hi, ______________, I was thinking about you today because I remember that you ______________________ (fill in the blank with something you know about this person that might, at least, be generally relevant to the benefit they might get from Values-Based Financial Planning™) Based on that, I think you might get benefit from some very interesting work that we're doing. I'm not calling to solicit your business, but rather to see if it would make sense to send you a copy of a great book called Values-Based Financial Planning. Rather than just send you a copy of the Values-Based Financial Planning™ book, the purpose of this call is to see if the content would truly add value. Do you have a couple of minutes?”

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