I am new to the Ideal Life Evaluation Program. A large percentage of the clients who fit my Ideal Client Profile are out of state. What should I do?

Article ID: 505

Last updated: 20 Nov, 2019

Ideal Clients are not out of state. You are probably focusing on the money part of your Ideal Client Profile and that's only half of the criteria to be an Ideal Client. The other half is personality based, which includes being willing and able to meet in your office, with their spouse, and all of their financial documents.

During your Evaluation period we advise you to complete as many Financial Road Maps as you can. Try not to get too hung up on those people who can't participate in the Financial Road Map® and focus on those who can.

Your true Ideal Client Community will likely be within a few miles of driving distance of your office.

Also listed in

Before Financial Road Map™ -> Follow-Up Phone Call (Prospective Clients)

Before Financial Road Map™ -> Initial Contact with Prospective Clients

Before Financial Road Map™ -> Phone Consultation™

Commitment to Hire Conversation™ -> Ideal Clients v. Non-Ideal Clients/Survival Clients

Commitment to Hire Conversation™ -> Disengaging from Non-Ideal Clients

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I have a couple clients that I have known and worked with at Fisher Investments. They have been very close to hiring me prior to my involvement with BAI. The following is an email I plan on sending to one of them I was hoping you could review it and give me some feedback?

When making the calls to schedule Financial Road Map® interviews with current clients, I've received the same reply numerous times. The client will often say something to the effect that he/she needs to check scheduling with their spouse and will get back to me with a time that works for the two of them. I reply that it is fine and confirm when I can check back in. I then send an email to the client I spoke with to serve as a reminder. Is there anything else I should be doing? I imagine that pressing to set an appointment on the phone, with language like, “Let's set a time that works for you, you'll check with your spouse and we can reschedule if necessary” is too “salesy”?

Can you please comment if the email below can be improved upon. Hi Delbert, This is a courtesy reminder of your scheduled phone consultation with _____________; he will call you at work at the following number: xxx-xxx-xxxx. Date: Thursday, September 17 Time: 1:00 PM Duration: 20 minutes To help you get the most out of your experience, please have your Values-Based Financial Planning Book and Financial Road Map handy when he calls, you do not need to read the book. The purpose of the Phone Consultation is to go over some of the key concepts in the book and how they can favorability impact the quality of your life. If an emergency should arise that prevents you keeping your appointment, please contact me as soon as possible so we can reschedule for another time. John is looking forward to speaking with you!

How many days before the Phone Consultation would you have the email and phone?

I have been making Self-Referral calls to people I know from the past. I have been using the opening, “Hi....I'm calling because I'm not sure if something special etc. Do you have a few minutes to talk with me?” I then continue by asking, “Have you ever thought about what your Ideal Life would look like?” A couple times now it has that they won't answer me because they feel inhibited to speak freely as colleagues might be able to hear their answers. As a result I don’t receive any Meaningful, Important, Significant and Compelling information from them. In these cases should I ask if I can call them at a time when they can speak freely?

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