How many days before the Phone Consultation would you have the email and phone?

Article ID: 556
Last updated: 20 Nov, 2019

Send the email confirming the details for the appointment immediately following the phone conversation where the phone consultation was scheduled. It should include THEIR reasons for scheduling the PC. Send the next confirming email 3 days prior and your AM should call 2 days prior to confirm.


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b Can you please suggest an appropriate scripted reply, when my clients (often happens in the Values Staircase™ Conversation) ask me, "Are you a life coach or counselor?” I’m looking for a response that has a yes but we are also so much more impactful i.e. a wow factor that’s compelling, succinct and all about them.
b I had a great Phone Consultation™ and a client is scheduled to come in to complete the Success Road Map®. When he comes in, do I re-do the Values Conversation™ or just re-cap the Values Conversation™ and do Pre-Commitment™ ?
b 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?
b I am doing a client event soon and I am extremely new to the Values-Based Financial Planning™ process. I will have about 100 clients and guests there to discuss the first half of the year and what we are looking at in the second half. Is there anything I should mention to the clients as a whole about how I have initiated this Value-Based Financial Planning™ approach, or should I save that information for one-on-one meetings?
b I have a couple clients that I have known and worked with at Fisher Investments. They have been very close to hiring me prior to my involvement with BAI. The following is an email I plan on sending to one of them I was hoping you could review it and give me some feedback?
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