As part of my self-referral process, I have partnered with a friend of mine who is a business coach. We are running a monthly networking event as co-hosts. He has proposed printing up a bunch of postcards and will be personally going door-to-door meeting local businesses. The front of the postcard will have the details of our event. the back will be shared with half for his promotions and half for my incredibly engaging text. I would like to get your input for text that includes a "free no-obligation" something.

Article ID: 515

Last updated: 20 Nov, 2019

I'm going to just assume you're kidding because you're way too smart to think that I would encourage you to discard the process you're learning from us and instead invent a weak, mass-marketing, door-to-door cold-calling approach. But, thanks for making me smile today.

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How do I handle the following situation: We had a minimum before BAI of $500,000 Assets Under Management that was typically waived for referrals from current clients as these clients were easy to "close". If we tell our new referrals that we only work with Ideal Clients who pay us a retainer of $15,000 and 1% on Assets Under Management, they may be left with the wrong impression that the non- Ideal Client who referred them is a very large client.

If I’m calling a friend/acquaintance that I haven’t spoken to in a while what are your thoughts regarding catching up a bit before asking them for an appointment for the Financial Road Map® Interview? I haven’t been doing so, but it feels a little awkward because even though we don’t call each other socially and we are both OK with that arrangement, we now are on the phone so why am I treating this person as if he only a business prospect and not a friend/acquaintance that I haven’t spoken to in months? Would you answer change if the individual is an old prospect for life insurance?

What would be a good cold calling script?

What is the process or exact instructions on submitting a recording to Bill for his review and give feedback?

The next Deliverables Team Member I'm supposed to acquire is a Property / Casualty Insurance Specialist. At my independent broker dealer, we have a division that can do this "in house" and the insurance products are proprietary. Is it better to use recommendations from my own firm and their proprietary products or should I have someone truly independent handle this? I'm worried an Ideal Client might cringe when I recommend they use proprietary insurance products. My assumption is that some Ideal Clients may want Property / Casualty Insurance advice from someone who has zero potential conflicts of interest. However, the other part of me assumes that a truly Ideal Client is a delegator and trusts me to get them the right advice, proprietary or not. I'm conflicted.

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