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Presently, I offer a College Planning Workshop. This workshop has produced a steady stream of clients. Now I want to upgrade my practice and one way to do so is to offer the first meeting with potential clients as the Financial Road Map Interview™. I can see that a stark revision would be to offer a 20-minute phone conversation before we set the meetings. Is this script OK for inviting groups? "We offer a complimentary consultation which is a process designed for you to make the best possible choices about your money that are in alignment with your most important goals and most deeply held values. After today’s workshop, you are invited to schedule your appointment." Should I just jump to the 20-minute telephone interview before inviting them to my office for a meeting?

Article ID: 536
Last updated: 20 Nov, 2019
Yes, your script is fine. I would suggest that you schedule the Financial Road Map® Interview.
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folder Before Financial Road Map™ -> Initial Contact with Prospective Clients
folder Before Financial Road Map™ -> Phone Consultation™

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