Would you go through some of your thought processes as you decide whether or not to introduce the Quality of Life Enhancer Exercise® during the Phone Consultation™?

Article ID: 52

Last updated: 20 Nov, 2019

If the potential client seems to have gotten benefit from the Values Conversation™ but is not still sure about the value of coming in to complete their Financial Road Map®, my inclination is to introduce the Quality of Life Enhancer Exercise®.

If at the end of the Values Conversation™ I am thinking these folks probably are not a good fit, I am inclined to introduce the Quality of Life Enhancer Exercise® as an additional way to be of service before politely disengaging.

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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?

I will be meeting with clients I have known for 25 years and who have been clients for six. They retired two years ago and we have been working from a Retirement Plan I prepared for them when they became clients. How do I use the Financial Road Map® with these clients?

Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.

When I attend self-referral functions and events and I am able to go deep and put the offer on the table, some of these people believe that they have everything in order and seem to be very organized and know exactly what they want to do with their life, or they say that their accountant does all that . I believe they would gain benefit from the concepts of Values-Based Financial Planning if they had a chance to understand what Values-Based Financial Planning was and may reconsider their own arrangements. Do you have any coaching that would help move these people to the next step in the process, that is accepting the book and a 20 minute conversation over the phone?

I gave a Values Based Financial Planning™ book to a prospective Ideal Client during a business meeting. I set up an appointment with him, however part of the purpose of the meeting is also to explore how he can help me build my business. When we have the actual meeting, should I do the Financial Road Map® with him or have the referral conversation.

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