I completed a self-referral with a prospect. My Admin Manager has mailed out the required 8 Values Based Financial Planning™ newsletters and I scheduled the Phone Consultation. When I called the prospect for our scheduled Phone Consultation they had to reschedule. My Admin. Manager stopped sending the Values Based Financial Planning™ newsletters after we mailed 8 out. I have now been calling the prospect again to reschedule the Phone Consultation. My question is should we continue to mail the Values Based Financial Planning™ newsletters beyond the 8 issues and include your new letter (which outlines I will contact them to schedule 20 minute Phone Consultation) that accompanies it until the Phone Consultation is rescheduled?

Article ID: 546

Last updated: 20 Nov, 2019

Yes!

I recommend that everyone in your prospect pool receive the newsletters monthly until they either become clients, move out of the pool, or you complete your Ideal Client Community.

Also listed in

Referral Process/ Misc.

Before Financial Road Map™ -> Follow-Up Phone Call (Prospective Clients)

Before Financial Road Map™ -> Phone Consultation™

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