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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My friend, a CFO of local company, referred to me his mother, who just relocated to our community. He will be present at our Financial Road Map® meeting. He's a bright person, strong personality and a CPA. I have sent him a book because I would also like to do his Financial Road Map®. How do I keep control of the meeting in case he wants to interject his opinions during his mother’s Financial Road Map®?

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