I have been attending quite a few events implementing the Self-Referral Conversation. I have yet to get a client from this process, but people are accepting the offer of the book. What do you say to someone when asked why are you attending this event or why are you there? I ask this question because a lot of events I am going to, or intend to go to, are purely for implementing the Referral Conversation. In most instances I have no connection to the organizations.

Article ID: 500
Last updated: 20 Nov, 2019

Respond to that question with, "To meet interesting people," then: Opening Statement. Questions / Conversation about things that matter to him.

If relevant, make the offer. When the offer is accepted, gather contact information and schedule phone consultation. Then go talk to another person.

If the offer is not accepted, go talk to another person.

Repeat until your Ideal Client community is complete.

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b I have a prospect couple with whom I have conducted the Self-Referral Conversation. They have agreed to receive a copy of Values-Based Financial Planning and a Phone Consultation™. They cannot complete the Phone Consultation™ until early January 2012. Would you recommend sending out the book now or waiting closer to January?
b At the point where I asked if the Financial Road Map® was something that he would like to complete with his partner, he said that they look at their goals every year. I asked the above question twice and still got no real response. How would you respond to this and people who seem to understand their values really well? I had the feeling that he may not be an ideal client given this interaction but wanted to give them the experience nevertheless.
b I conducted a Phone Consultation this evening with a couple. I made the offer to complete their Financial Road Map®, which they accepted. When they come in for the Financial Road Map®, experience, do I pre-populate the values staircase for them, have them review it, and begin with the scripting from that point, or do I do the whole values staircase conversation again?
b I had provided a Values-Based Financial Planning book to someone and have been trying to schedule a Phone Consultation™. What is the response to someone who says they are very private people and are not comfortable sharing all their personal and financial information with me? They say that the only person who knows all that information is their tax person.
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?
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