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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!
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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 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 When you are talking to people about what you do and using the 10 Pivotal Questions should your focus be on what the Financial Road Map® is or on Client Deliverables? It seems that many people find the 3-Meeting Process, 10 Client Deliverables more compelling than the Financial Road Map®, especially if they are already working with a broker or financial planner.
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?
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