I have put together a list of people I would like to meet; a Six Degrees of Separation list, but I'm not sure of the purpose of the list and where to go with it. What script do I use to contact these people? I know some of them through Church, and others I have never talked to. Am I approaching the people on this list to eventually complete their own Financial Road Map®, or am I wanting to meet them to tell them about the new direction of my business and asking where they feel I could meet potential Ideal Clients? Or am I trying to meet the people on this list for both reasons?

Article ID: 522
Last updated: 20 Nov, 2019

You do three primary things with your list:

    1. During the Referral Conversations, you ask your Ideal Clients who they know on the list well enough to make an introduction. "Well enough" is defined as your client being able to give you enough MISC information so you can be properly introduced with a note on the book, etc.

    2. You ask everyone you know who might know a person on your list if they can make a proper introduction.

    3. You show up at places / events where you might meet one or more people on your list so you can implement your self-referral process with them and possibly others who might meet your Ideal Client PMARR at the same event.
Also listed in
folder Referral Process/ Misc.
folder Before Financial Road Map™ -> Initial Contact with Prospective Clients
private Referral Conversation™ -> Referral Conversation™ Misc.


Others in this category
b What do you think of looking at potential clients Linked In/fFacebook profiles to come up with some names ahead of the conversation to put in front of them to consider if they can't think of anybody?
b I have read all the FAQ's on the Centers of Influence. I did, however, have an additional question. When do we use the Business Plan? It seems like a valuable tool in this situation. Do we try to schedule a Financial Road Map® or a Phone Consultation™ first, and then resort to the Business Plan? We may have outworn our welcome by this time.
b At a Progress Meeting my client wrote 4 notes on books and agreed to supply the address and phone numbers the following week. This client experienced my first Financial Road Map® before any training. I called for the address and during the conversation I could sense tension. After I received the addresses I asked for M.I.S.C. information and she was very uncomfortable and didn't understand why I needed personal information to solicit business from her friends. She explained that she told the people about my services and the book. They all informed her that they were happy with the advice they were currently receiving. I tried to explain that the information was a gift with no obligation and that the personal information was helpful to connect concepts in the book with something that was meaningful in their lives. I said that I didn't want to introduce this information into their world if it wasn't relevant. I said that the Financial Road Map® would help them be more effective with their current advisor. I feel like I did a poor job of communicating and probably reacted in a defensive manner. Should I send the books without the M.I.S.C. information, should I wait until the next Progress Meeting, (to better explain the process), or should I do a new Financial Road Map® with them to get an emotional connection. My clients believe that I will be sending the books but I am not comfortable that they will not be perceived as gifts.
b I am a little frustrated at the present with the referral conversation in the Progress Meetings. In most of the referral conversations I am getting good emotional responses to the work we are doing and clients have noticed the change from the old service. When we get to the referral conversation, however, I am finding it difficult to get the clients to introduce me the people they know. I have used a lot of the responses you have coached recently and none seem to be working. (It could be that I am not delivering this right). However clients seem to understand what we are doing, (i.e. not soliciting) but still will not introduce me to anyone. It seems to be their view that they are all around the same age and all sorted out and have been with advisers for a very long time. I am coming to the conclusion that, given that my client base is mainly post-60 years of age and not working, maybe this is the way they think. I know that, in your eyes, they would not be Ideal Clients anymore but I am now concentrating more on the self-referral process which is a harder way to go but better than me continuing this process with my clients. I am very interested in your comments.
b I am in the Ideal Life Evaluation Program. I don't have all that many clients and am through most of them with the Financial Road Map®. What is the best way to build a list of people to call? I am not into the program enough yet that I have the Referral Conversation™ available to me.
» More articles