I am able to supplant the existing planner on the trifold information package that one of the most prominent realtors in my city uses for all her showings/sales/clients. It's a very glossy and first class look. I can have one of the front and center spots for advertising; right next to her business card. She tells me that several clients have said, "We used the inspector you recommended on your package." She doesn't actually recommend any inspector, but their presence on the package has, in her clients' minds, implied a recommendation. This realtor deals with mostly very high-end properties and clients. Do you have any suggestions to format or build a business card-sized ad?

Article ID: 495
Last updated: 20 Nov, 2019
No. Instead, make the realtor a client and follow the referral process.
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b When a client hires me I usually do a financial plan for free. Your program suggest that I charge for the plan. How do I go back and charge an existing client for a financial plan when I've already done one for them in the past? How can I start to charge a client for something that I have always given them for free. Is there something more detailed that I can offer them? Can I increase my service to the existing client? I need some ideas, maybe some top notch programs that will take what I offer them to a new level? I feel that there should be a reason why I am increasing their fee. “I am changing the way I am doing things” really doesn't sound like a valid reason to me. Am I wrong? Earl Nightingale said prosperity is founded on a law of mutual exchange. Anyone who contributes to prosperity must prosper themselves. To me that means that if I want to increase my income then I need to increase my value to my clients. How do I do that in the context of charging them a new fee?
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 I am struggling having potential clients meet me in my office to do their Financial Road Map®. We are working on scripting and memorizing the Financial Road Map®. The challenge is three fold. 1. This is a our second time getting back in Values-Based Financial Planning™ and all of our customers have some, if not a lot of exposure to the Values- Based Financial Planning™ book, newsletter, Financial Road Map®, our desire for limited client base, etc. 2. We are at a point where I need survival clients. 3. We have developed various pieces of our own Intellectual Property and Brand Identity. So at this point I have questions regarding melding that all together. The core script does not lend itself to those situations fully, but I may be missing something. I believe I can still make it work, yet your teachings seem to discourage that - Thoughts?
b I’m very new to offering financial planning and even newer to Values-Based Financial Planning™, how should I answer the question, “How do I know that you can deliver what you are promising?”
b Someone asks me, “What do you do?” After I answer the question, what questions (impactful or otherwise) can I ask that would evoke an emotional response to move things forward?
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