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 A number of my clients do not involve their spouse in the financial decision making to the point where the husband (typically) wants to be the only one present. While I recognize that this process is more about values than it is about finances, the husband refuses to let the wife attend because she isn't involved in that type of decision making. Should I insist that both spouses be there knowing that the husband won't 'open up' if the wife is there?
b I am doing a client event soon and I am extremely new to the Values-Based Financial Planning™ process. I will have about 100 clients and guests there to discuss the first half of the year and what we are looking at in the second half. Is there anything I should mention to the clients as a whole about how I have initiated this Value-Based Financial Planning™ approach, or should I save that information for one-on-one meetings?
b I am a new adviser with a company where I meet with a lot of people who currently own a product with us and I do a review on that particular product ,which is typically life insurance. Is there a smooth way to transition from the review into a discussion about the Financial Road Map®?
b Does adding the following phrase to the, "What do you do question," change the impact or sound too salesy? "I own a Values Based Financial Planning Firm. We help our clients enhance their quality of life by getting their entire financial house in perfect order and keep it that way forever.” The addition seams to add clarity to the, “What do you do,” question.
b How do I get people to come to my office for the first meeting when they frankly sometimes don’t even know if they want to meet me AND to bring their documents? I know referrals are best and I am working towards referrals only, but this other prospecting method does happen sometimes and may be happening for others as they get started building their practices.
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