I had a great Financial Road Map® Meeting. One of my potential Ideal Clients said, “This was great we really found value, and we want to seriously discuss this before we move forward.” I get back in touch with them and they said that they are not ready to move forward for whatever reason. They like the process, and maybe it is truly just not a good time for them, or they are on the fence, have not made a final decision etc. They meet my profile for an Ideal Client. How do I continue to stay in touch and follow-up without being annoying and still keep them in my pool until I am done?

First of all, they don't meet your Ideal Client Profile. Ideal Clients hire you when you invite them to join your Ideal Client Community. So, the real question is, "how long and to what extent do you pursue non-Ideal Clients to try to get them to join your Ideal Client Community?"

In the future I suggest that when they say they want to "think it over" that you say, "No problem. I’ll leave you two alone for a few minutes to talk it over.” Come back in five minutes and see what happened. We’ve been teaching this for years, and usually they just want a moment alone to confer that they are on the same page about wanting to move forward with you.

As far as following up with these non-Ideal Clients, I wouldn't bother. At the end of the first conversation where they tell you they don't want to hire you, say something like, "I enjoyed meeting you and I'll leave my offer for you to join our client community open for another 2 weeks. Please don't infer from the fact that I will never call you again that I wouldn't want to help you. It's just that I believe that this really should be a fairly easy decision given the very low probability that you will find another advisor who will take the time to complete your Financial Road Map® and then can legitimately offer to create a plan that is aligned with your most important goals and your most deeply held values and has the team of best-in-class Subject Matters Experts to help you get your entire financial house in perfect order and keep it that way forever so you have a 10 level of confidence that no matter happens in the market, the economy, and the world that you will still achieve your goals. Given how important this obviously is for you and the fact that now would be the best time to get started, are you sure that you don't want to hire us to do this work for you?”

Or: "Given how important this obviously is for you and the fact that now would be the best time to get started, what's on your mind that you haven't yet shared with me that's causing you to hesitate to proceed?" Depending on what you hear from them, ask clarifying, expanding, and impact questions about the responses.