Sign in

Ask a Question | FAQ Home |

Browse by category

I had provided a Values-Based Financial Planning book to someone and have been trying to schedule a Phone Consultation™. What is the response to someone who says they are very private people and are not comfortable sharing all their personal and financial information with me? They say that the only person who knows all that information is their tax person.

Article ID: 543

Last updated: 20 Nov, 2019

There is no requirement to share any private financial information on the Phone Consultation™, so this should not be an issue when scheduling Phone Consultations.

Also listed in

Before Financial Road Map™ -> Before Financial Road Map™ Misc.

« I am calling people I haven't spoken to in two years. I was...

I completed a self-referral with a prospect. My Admin Manager... »

Others in this category

When making the calls to schedule Financial Road Map® interviews with current clients, I've received the same reply numerous times. The client will often say something to the effect that he/she needs to check scheduling with their spouse and will get back to me with a time that works for the two of them. I reply that it is fine and confirm when I can check back in. I then send an email to the client I spoke with to serve as a reminder. Is there anything else I should be doing? I imagine that pressing to set an appointment on the phone, with language like, “Let's set a time that works for you, you'll check with your spouse and we can reschedule if necessary” is too “salesy”?

At the point where I asked if the Financial Road Map® was something that he would like to complete with his partner, he said that they look at their goals every year. I asked the above question twice and still got no real response. How would you respond to this and people who seem to understand their values really well? I had the feeling that he may not be an ideal client given this interaction but wanted to give them the experience nevertheless.

The topic of financial planning came up with a prospective client at a party. Essentially he said that he only works with a planner that makes as much, or more, than he does. So his planner is a woman making $8m a year. What should my next conversation be with him?

I think I had reasonably good phone consult yesterday. When asking the question, “What would the benefit be for you and your partner to complete a full Financial Road Map® together?” The client said, “I don’t have an answer for that.” So I kept quiet for a little while and he finally said, “It could be valuable, however, not at this stage.” He had the sale of his main residence that was going to realize a large piece of capital and wanted to wait until after the sale to look at something. I had no problems with this. How would you have responded to this?

I had a situation where I initially completed a Self-Referral Conversation and then conducted a Phone Consultation™ with an older prospect. He liked the process and said that his two children would like the Financial Road Map® as well. The older prospect then said that he would give his children a copy of the Values-Based Financial Planning book to read. I was thinking on offering a book to each of the client’s kids and conducting Phone Consultations™ but not having the parent alter the process by providing their book to their kids. How would you respond?

» More articles

Powered by KBPublisher (Knowledge base software)