Sign in

Ask a Question | FAQ Home |

Browse by category

I'm going to start cold calling companies in my area to try and present the Ideal Life Group Presentation to their employees during their lunch break; a 'lunch n learn.’ I've come up with a basic script to use when making the initial call and I was hoping if you could run your eye over it to see if you think it would be OK or if you have any suggestions.

Article ID: 439

Last updated: 20 Nov, 2019

Don't make cold calls. Ask your clients to introduce you to people who make decisions and approach them by referral.

Also listed in

Referral Conversation™

Referral Process/ Misc.

Referral Conversation™ -> Referral Conversation™ Misc.

« When building our house I came across some people who ran...

I just completed a Group Self-Referral presentation. It went... »

Others in this category

I just completed a Group Self-Referral presentation. It went very well. Should I email the participants’ filled-out Ideal Life worksheets to them? If so, what email template should I use?

I have done my first few Financial Road Maps® and 2 people were adamant against recording the meeting. Should I press on without recording or politely disengage with this client. Any suggestions on how to address these concerns beyond the script?

I am able to supplant the existing planner on the trifold information package that one of the most prominent realtors in my city uses for all her showings/sales/clients. It's a very glossy and first class look. I can have one of the front and center spots for advertising; right next to her business card. She tells me that several clients have said, "We used the inspector you recommended on your package." She doesn't actually recommend any inspector, but their presence on the package has, in her clients' minds, implied a recommendation. This realtor deals with mostly very high-end properties and clients. Do you have any suggestions to format or build a business card-sized ad?

I have an existing client worth a million dollars (Richard Clarke) who has not been introduced to Old World/ New World™ yet. He could potential be an ideal client and I plan on doing a Financial Road Map®. I was previously trained by CEG Worldwide John Bowen and company. He would like me to manage his mothers’ million dollars and before doing so his sister would like to meet me prior to them hiring us. This opportunity occurred before I starting training in the Values-Based Financial Planning™ program. Can you please provide some insight and perhaps an agenda of things that you might discuss in this initial meeting with the sister? My goal would be to do Financial Road Map® meetings with the whole family. I’m interested in hearing your thought process regarding this scenario. The meeting is in the client’s home. I understand the meetings should be at my office and in the past Richard comes to see me at my office. He asked me to do him a favor and have a cup of coffee with him at his home since his sister was in town and staying with him. The mother and sister both live in Arizona. The mother has 1 million liquid and the sister has around 16 million liquid.

How should I handle a Financial Road Map Interview™ with potential clients who are living together but not married and who don’t co-mingle their finances?

» More articles

Powered by KBPublisher (Knowledge base software)