During the Referral Conversation a client says....we have spoken to all our friends and they are taken care of. How would you respond. In my head the clients answer does match the question. I am offering to introduce people to Values Based Financial Planning™ and have a Financial Road Map® completed.

Article ID: 550

Last updated: 20 Nov, 2019

What do you mean by spoken to? What do you mean by all taken care of?

Essentially just a little bit of clarifying and expanding will reveal that they perhaps are over explaining everything that you do. And you want to make sure that your clients are clear that all they're doing is introducing Values Based Financial Planning^™, a copy of Values Based Financial Planning and a conversation with you.

They are overreaching with this over explanation, and it's your responsibility to make sure that they understand that all they have to do is offer to send a book to people who don't have the book.

It might be a good idea for you to have a heart-to-heart referral conversation with these people, because this may just be an avoidance tactic on their part to get out of participating in the referral process. Use your judgment.

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Referral Process/ Misc.

Referral Conversation™ -> Ideal Clients Reluctant Giving Referrals

Referral Conversation™ -> Referral Conversation™ Misc.

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