The scripting at the end of the 15 minute Phone Consultation™ has us inviting the referral in to do the Financial Road Map®, when we told our client that we're sending this as a gift and we told the referral that our call was to help them get value from the concepts in the book. How do we convey with our words and our Way of Being™ over the phone that them coming into our office with all their documents to do their Financial Road Map® is not interpreted as a solicitation?

Follow the script. There’s nothing in the script that states or implies that you are offering to be hired. It’s part of the value that you provide. And follow the Financial Road Map Interview™ process and script. If during the Financial Road Map Interview™ you decide that you would like to offer your services based on the experience the client is having which indicates that they would be a good fit for your business then you offer that by doing Commitment to Hire. If not, you don’t. This is a decision made during the Financial Road Map Interview™, not before, therefore you are not “soliciting” business. You are providing a service which may lead to doing business and that’s not solicitation.