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What do you think of this scripting when the prospective clients are talking in great detail: “I appreciate that you want to tell me the details about this, and should we decide to work together professionally, I will need to know more. For the purpose of this exercise, however, I just need to summarize the facts. I have 8 minutes budgeted for this. Would you be willing to give me a few minutes to go through your documents?"

Article ID: 506
Last updated: 20 Nov, 2019
That sounds great!
Also listed in
folder Commitment to Hire Conversation™
folder Commitment to Implement Conversation™
folder Progress Meeting
folder Miscellaneous
folder Implementation Meeting
folder Values Conversation™ -> What's Important About...To You?
folder Values Conversation™ -> Values Conversation™ Misc.
folder Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

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b I conducted a Self-Referral and I have made many Follow-Up Calls without a return call to date. I believe I gathered good Meaningful, Important, Significant, and Compelling information and inputted it appropriately. When leaving a Follow-Up Call message after many attempts is there anything you would add to the Follow-Up Call script to try and get closure – to find out if they interested in a Phone Consultation™ or not?
b If a prospective client doesn’t want to pay the entire fee for a written financial strategy, should I consider offering a lower level of service, such as quarterly coaching calls? Or is it a better strategy to offer either the Financial Plan or nothing?
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