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I'm not convinced I have the complete answer to the question, ‘What kind of clients do you serve best?’ Do you have any suggestions? We work with corporate executives, professionals, and business owners that want to spend more time with their families and doing things that are important to them. These people are delegators that have a strong desire to achieve their goals. The clients we serve best have financial assets of over $900,000.

Article ID: 483
Last updated: 20 Nov, 2019
It’s fine.
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folder Financial Road Map® Misc.

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b When I attend self-referral functions and events and I am able to go deep and put the offer on the table, some of these people believe that they have everything in order and seem to be very organized and know exactly what they want to do with their life, or they say that their accountant does all that . I believe they would gain benefit from the concepts of Values-Based Financial Planning if they had a chance to understand what Values-Based Financial Planning was and may reconsider their own arrangements. Do you have any coaching that would help move these people to the next step in the process, that is accepting the book and a 20 minute conversation over the phone?
b I had a great Phone Consultation™ and a client is scheduled to come in to complete the Success Road Map®. When he comes in, do I re-do the Values Conversation™ or just re-cap the Values Conversation™ and do Pre-Commitment™ ?
b 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?
b How many days before the Phone Consultation would you have the email and phone?
b I recently conducted a Phone Consultation™ and it went well. However, when I asked "What do you think the value would be for you and your wife to have a complete Financial Road Map® that you build together? He replied "Well If I did not have an Advisor and have a plan, I could see value in it". I continued to offer to complete the Financial Road Map® for them (following the script) but he said "he would not want to waste my time since he already had an Advisor for 20 years that he was happy with" I let him know it would not be waste of my time if I could do something good for them; and it could only enhance the relationship with their current Advisor. He declined but thanked me. What could I have done differently?
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