Sign in

Ask a Question | FAQ Home |

Browse by category

Would you send the email first, for example 2 days prior to the phone consultation and then also have the AM make the phone call to confirm the Phone Consultation?

Article ID: 557

Last updated: 20 Nov, 2019

Yes.

« How many days before the Phone Consultation would you have the...

Can you please comment if the email below can be improved... »

Others in this category

I am scheduling a Financial Road Map® Old World New World™ meeting with a very busy client and the only way to do Financial Road Map® is at his place of work which I know is not the best. Would you tell them I only meet at my office and risk the chance of the client saying no?

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.

I am speaking with existing clients (some clients have only insurance or only investments or a combination of both) and I’m using the Financial Road Map® scheduling script for existing clients. When I say, “I wanted to let you know we are making substantial improvements to our business model… Etc.” The client responds, “We have enough insurance and/or my investments are OK.” What would you have said to keep the conversation on topic?

What language do you use to set up a Financial Road Map® with prospects?

Can you provide some scripting for the AM to use when calling the prospect on the phone.

» More articles

Powered by KBPublisher (Knowledge base software)