What would you do in this situation? I sent Values-Based Financial Planning to a Cardiologist from a self-referral I conducted a few months back. He would make a great client both financially and with his Way of Being™. He is, however, very busy. After leaving several follow up messages, he told me he was too busy and asked me to stop calling. I said ‘OK’ and we're still on good terms. I'll see him again this weekend. I was considering showing him my Deliverables Team Organization chart and also showing (not giving) him the 143 Deliverables checkpoints in an attempt to re-engage him with a better understanding of what we do. I believe he's looking at me like I'm a salesman.

Article ID: 467

Last updated: 20 Nov, 2019

First of all, as soon as you pull out charts and graphs to show the features and benefits of what you do, you will confirm that you are a salesperson. Instead, focus on the personal why reasons why he would get benefit from having the phone consultation to discuss how the concepts in the book will help him ____________.

Secondly, consider that the true Ideal Client "way of being" is someone who accepts the books, schedules the phone consultation at the same time, shows up for the scheduled phone consultation appointment, loves it, schedules their Financial Road Map® interview, shows up at the Financial Road Map® interview at your office on-time with their spouse and all their financial documents, and joins your Ideal Client Community at the conclusion of the Financial Road Map® interview.

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Referral Process/ Follow-Up Phone Call

Referral Process/ Follow-Up Phone Call -> Referrals Reluctant to Schedule Phone Consultation™

Referral Process/ Follow-Up Phone Call -> Using MISC information

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

Can you let me know if what I said in the following situation... »

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