I have recently bought about 400 policy holders from another firm. These people have not had any contact or service for at least 2 years and up to 20 years in some cases. When they come to the meeting with me they are not happy due to the lack of service from the previous advisor but do want to discuss what they have previously set up. How do I commence the meeting to acknowledge the neglect and ensure them that I will be discussing the account that they still have with me now?

Article ID: 452

Last updated: 20 Nov, 2019

When you call to schedule the appointment have whatever discussion needs to be had so they vent whatever they have to vent BEFORE the Financial Road Map® interview. Only invite people in to do Financial Road Map® interviews who you believe are ready to have that conversation. I doubt that you want to do Financial Road Map® interviews with all of your newly purchased 400 policy holders.

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

Before Financial Road Map™ -> Phone Consultation™

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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