I don’t have any family who could refer me to anyone who would remotely meet my Ideal Client Profile, so I could only do this with my friends. And I would definitely pursue it further. As you know, I’m a big fan of telling the truth. So, let’s say the truth is that I’m going to fail in my career as a Financial Advisor if some of my friends don’t step up and help me implement my process for acquiring clients. I’m going to tell them that and be very candid about how soon I’ll be moving my family into their spare bedroom if they don’t do more, right now, than tell me they’ll refer people to me if they happen to run across someone in the future.
If I’m implementing Values-Based Financial Planning™ I would have a hard time believing that they don’t know anyone who might appreciate getting a free copy of Values-Based Financial Planning™, at least 8 Values-Based Quality of Life Newsletters, a complimentary phone consultation to discuss how the concepts in the book could have a positive impact on their life, and a no-strings attached session to complete their Financial Road Map® – a tool that can become the foundation to help them make better choices so they achieve their goals and fulfill their values, whether we ever do business together or not. You’ve been to the Academy 2, follow the process. It really does work. But you have to work the process consistently every day, every week, every month, and every year until you’re done. Consistency is more important than perfection. It won’t work because you read about it. Do you know how thinking about exercise doesn’t make you physically fit? Well…..
