I am in a number of organizations; Rotary, Chamber, other service-type clubs. I have conducted a number of Financial Road Map® Phone Consultations and some in-person meetings with the people in these groups. However, there are a number of chamber members I have never met. There are some other service club members with whom I have never had a meaningful, important, significant and compelling conversation. Prior to the last academy I had scheduled time on my calendar to call all the chamber members and self-refer. My coach suggested I need to be calling people whom I have met in person and with whom I have had a meaningful conversation and I agree. He also suggested that I go get involved in things I am passionate about where people have money. Our community is mostly a retirement community and they play dominos, bridge, and golf, and attend social clubs and service clubs. I am not passionate about most of these things and a number of the clubs are age restricted to those of senior age. My coach also suggested that I look into Facebook & LinkedIn, but most of our base is retired, and a number of them don't even have a Facebook page. Some barely do email and some don't even own a computer. I want and am willing to GO GET CLIENTS, but I am really struggling with who, where, when to go to self-refer and get clients.

Article ID: 445

Last updated: 20 Nov, 2019

Listen to the recordings from the January 2011 Academy 2 and review the corresponding slides about Self-Referral. We covered this in GREAT detail and everything you need to develop an effective self-referral process is there.

You can call virtually anyone you know and strike up a conversation that could lead to a self-referral.

My experience is that if you are "wimpy" with your existing clients in referral conversations that you will be wimpy implementing the self-referral process. Your goal should be to improve your expectations and your confidence in having Referral and Self-Referral Conversations with anyone, anytime, anywhere.

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Referral Process/ Misc.

Before Financial Road Map™ -> Initial Contact with Prospective Clients

Referral Conversation™ -> Compelling Referral Conversation™ Help

« I had a situation where I initially completed a Self-Referral...

I conducted a Self-Referral and I have made many Follow-Up Calls... »

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