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I have a prospect couple with whom I have conducted the Self-Referral Conversation. They have agreed to receive a copy of Values-Based Financial Planning and a Phone Consultation™. They cannot complete the Phone Consultation™ until early January 2012. Would you recommend sending out the book now or waiting closer to January?

Article ID: 440
Last updated: 20 Nov, 2019
Send it now.
Also listed in
private Referral Conversation™ -> Referral Conversation™ Misc.
private Referral Process/ Follow-Up Phone Call -> Referral Process/Follow-Up Phone Call Misc.

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