During a Group Referral, the first person I offered the book to would not provide her business card and Ideal Life Worksheet in exchange for the book. I was not sure what to do, so I simply smiled and gave her the book (I was thinking, ‘OK then, no book for you’). The other seven people in the group followed the process perfectly and gave me their business cards and Ideal Life Worksheets in exchange for the book. Is there anything you would have said to the first person who would not provide their business card and Ideal Life Worksheet?

Article ID: 498
Last updated: 20 Nov, 2019
I would have done the same.
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b What are polite ways to disengage? Can you offer some example scripts for disengaging at different points of the Financial Road Map® or role play a conversation for us?
b I have had a number of Financial Road Map® appointments recently where the person has indicated they have gone through significant planning recently and their perception is they have everything in place or at least have had their financial house looked at. I offered to complete the full Financial Road Map® and explained that the information he was giving me about recent planning was a little premature. I also explained that I was only offering the full Financial Road Map® at this stage and that something may or may not come of this and followed up by mentioning that, either way, the result was ok. I get the feeling they are not differentiating me from other financial planners, though. The Financial Road Map® Phone appointments are conducted with a calm way of being and with no expectation that the person will become a client. What could I say in this situation to show the prospective client we are different in our approach even though the Financial Road Map® is also very different?
b If I give the Financial Road Map® to the client after the interview how do I update it if they become part of the Ideal Client Community?
b I have worked with many of my existing clients for several years and when we first met I conducted a Values Conversation but did not continue through the remaining parts. Now I am having discussions with these people by the Old World/New World™ Conversations. My question is do I do a completely new Financial Road map® from start to finish or do I start from their old staircase of answers. Understand most of these clients had the Values Conversation over 5 years ago.
b How do you use the Financial Road Map® and what are the transitions when the Fact Find is not thorough enough to necessarily complete the plan? Or, how do I incorporate another discovery meeting into your process? Do others do this?
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