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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?

Article ID: 529
Last updated: 20 Nov, 2019
Use the same responses as you would when you make the Follow-Up Phone Call to a referral who says they already have an advisor or have everything in order.
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folder Before Financial Road Map™ -> Before Financial Road Map™ Misc.

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