I conducted a Self-Referral and I have made many Follow-Up Calls without a return call to date. I believe I gathered good Meaningful, Important, Significant, and Compelling information and inputted it appropriately. When leaving a Follow-Up Call message after many attempts is there anything you would add to the Follow-Up Call script to try and get closure – to find out if they interested in a Phone Consultation™ or not?

Article ID: 448
Last updated: 20 Nov, 2019

No. Just make the call and leave a message following the same script / process / template. Some people will call you back after one call, some after several, some after many, some after dozens of messages over days, weeks, months, quarters or even years... and some will never call you back. In other words you will finish building your Ideal Client Community without making contact with everyone to whom you were referred.

The only thing you might consider, which we have discussed in previous Academies, Committed Advisor Study Group webinars, and on this Q&A site is getting your client involved to reach out to their referral to encourage them to return your call. This could be done on the phone before your next Progress Meeting and most definitely at the next Progress Meeting.

The less successful business-builder tends to over think why people aren't calling them back. The more successful business-builder makes the next call.

Here is an example from one of our Committed Advisors:

Bill,

You may remember that I asked you how many times should I be calling a person before I stop calling them.

I knew what your answer would be, since I had heard it before at the academies, but it was good to hear it again.

 I have been calling a person, let’s call her Cheryl, on my referral list since May 2, 2014.  Leaving messages each time, up to a couple times each week.

 Today, I FINALLY reached Cheryl.

Cheryl’s response to me when I reached her was, “Hi Chad.  I have been out of town for the last few months taking care of my mother.  I wasn’t ignoring your messages, I just only got them when I returned home.  What can I help you with?”

There were a number of times over the last few weeks, including today, when I thought, “Don’t waste your time.  If they wanted to talk, they would have reached out to me by now.”

Cheryl had gone through the Phone Consultation about ____ years ago.  She never wanted to get together to do her Financial Road Map®.  But today, we scheduled her Financial Road Map® with her and her husband.

Also listed in
folder Before Financial Road Map™
folder Before Financial Road Map™ -> Phone Consultation™
private Referral Process/ Follow-Up Phone Call -> Referral Process/Follow-Up Phone Call Misc.


Others in this category
b I am new to the Ideal Life Evaluation Program. A large percentage of the clients who fit my Ideal Client Profile are out of state. What should I do?
b I had a situation where I initially completed a Self-Referral Conversation and then conducted a Phone Consultation™ with an older prospect. He liked the process and said that his two children would like the Financial Road Map® as well. The older prospect then said that he would give his children a copy of the Values-Based Financial Planning book to read. I was thinking on offering a book to each of the client’s kids and conducting Phone Consultations™ but not having the parent alter the process by providing their book to their kids. How would you respond?
b 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.
b Do you have a script for appointment setting that works with a non referred client you are in the beginning stages with, that makes them feel comfortable bringing their large pile of documents to a first meeting?
b How do I get people to come to my office for the first meeting when they frankly sometimes don’t even know if they want to meet me AND to bring their documents? I know referrals are best and I am working towards referrals only, but this other prospecting method does happen sometimes and may be happening for others as they get started building their practices.
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