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.

Also listed in

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

Before Financial Road Map™ -> Phone Consultation™

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

« I will be meeting with clients I have known for 25 years and who...

Before the Financial Road Map® meeting, I find myself talking... »

Others in this category

I had a Phone Consultation™ and offered to have the prospect and his wife come in to complete their Financial Road Map®. He would not commit to a tentative appointment and wanted to discuss with his wife and think about it. How long would you wait to follow-up to see if they want to go ahead with their Financial Road Map® at our office?

Is there anything else you would suggest to be more effective in getting my existing clients in for a Financial Road Map Interview™?

Do you have many advisors that meet at client’s houses during the transition to the ideal practice? If so, is there any wording that you would use in setting up those appointments?

I had a Financial Road Map® scheduled today with a prospect that canceled. He and his wife are indecisive as to whether they want to meet or not. He is very young, about 25, and probably not an ideal client. Should I continue to call him to reschedule the road map or let him take the initiative and call me to reschedule?

When I am calling prospects (not clients) that are already in my company's database, is it better to use the Self-Referral Process or the Financial Road Map® scheduling script?

» More articles