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Are there any pre-written scripts or talking points for spouses or family members to use when engaging with potential clients? My wife attends many work functions with high-income people and she is often asked what I do. Should I arm her with similar scripts that I would use in that situation?

Article ID: 471

Last updated: 20 Nov, 2019

Yes to your last question; this should answer your first question regarding available scripts.

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I have put together a list of people I would like to meet; a Six Degrees of Separation list, but I'm not sure of the purpose of the list and where to go with it. What script do I use to contact these people? I know some of them through Church, and others I have never talked to. Am I approaching the people on this list to eventually complete their own Financial Road Map®, or am I wanting to meet them to tell them about the new direction of my business and asking where they feel I could meet potential Ideal Clients? Or am I trying to meet the people on this list for both reasons?

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You have been speaking a lot lately on charging 1% fee for financial services instead of the typical wrap fee for just investment management. The only times I can think of that converting into a single fee for service would be the following: - I don't have any clients that can afford a Predictable Minimum Annual Recurring Revenue of $10,000+ (perhaps this is my own thinking getting in the way). - I work for another advisor who owns a franchise with our broker / dealer and I can't stray far from the compensation model he's set for his and my clients. If there's any other reasons not to make the transition to a single fee for service please let me know. Also, do advisors make the transition from earning money via wrap fees to a single fee for service all at once or over time?

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