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.


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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.
b I am not sure if I should explain what the Financial Road Map® is about or if this is too much detail. Sometimes when we email the client a list of the documents needed for the meeting they seem surprised. What should I tell them when asked what is this all about?
b I get referrals from TD Ameritrade and many times the referring representative at TD wants me to "reach out to" these people over the phone. Can you give me some help with a script to use on the phone? Typically, they really don't have any questions and the phone conversation can be a pitfall of awkwardness. I typically tell them about my discovery process. I would simply like to know how you would approach such calls. Some of these TD referrals have turned into Ideal Clients in the past. I simply want to be more effective with weeding out the Non-Ideal Clients and get more proficient about enticing the Ideal Clients to want to schedule a meeting.
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