Ask a Question | FAQ Home | Browse by category
Home / Miscellaneous

I am starting to attend a lot of networking events. At these events, you always get asked for your card. I have been reluctant to give my card out, however, due to your previous comments about our business cards. What is your advice for what information should be on the card (keep in mind for compliance reasons we need to have certain information on the card here in Australia)?

Article ID: 494
Last updated: 20 Nov, 2019
Use black ink on white paper. Include the following: your name; your address, phone number, and email address. Title: Financial Organizer.
Also listed in
folder Opening Conversation

Prev
Next
« I would like to spend between 2-3 hours per week of dedicated...
I am able to supplant the existing planner on the trifold... »

Others in this category
b I have relationships with many business leaders and professionals in my community that I believe will be great referral sources. Most of them are not currently clients, so I have not conducted Financial Road Map Interviews™ with them. It seems logical that I would want to get them and their spouses in for a Financial Road Map Interview™ before I start asking them for referrals, but I’d like some help on what a reasonable process would be to lead up to scheduling those Financial Road Map Interviews™, i.e. face to face meeting to explain how I am expanding my practice, delivering the book, sharing the diagram of Trusted Advisor and Subject Matter Expert relationships. Or should I treat them as a self referral and follow that process?
b My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?
b What should I have on my website?
b I’m awaiting my books so that I can begin the referral process with my Ideal Clients. In the meantime, I’m generating self-referrals where ever I can. I attended a local Chamber of Commerce meeting for that purpose that lasted two hours. How do I categorize that on my calendar (i.e. client acquisition, etc)?
b On the Financial Road Map® Interview Self-Evaluation Form, what does ‘we are/are not clear about the priority of each goal’ refer to? When are we supposed to discuss ranking the goals in order of priority?
» More articles

Powered by KBPublisher (Knowledge base software)