Can you please comment if the email below can be improved upon. Hi Delbert, This is a courtesy reminder of your scheduled phone consultation with _____________; he will call you at work at the following number: xxx-xxx-xxxx. Date: Thursday, September 17 Time: 1:00 PM Duration: 20 minutes To help you get the most out of your experience, please have your Values-Based Financial Planning Book and Financial Road Map handy when he calls, you do not need to read the book. The purpose of the Phone Consultation is to go over some of the key concepts in the book and how they can favorability impact the quality of your life. If an emergency should arise that prevents you keeping your appointment, please contact me as soon as possible so we can reschedule for another time. John is looking forward to speaking with you!

Article ID: 558

Last updated: 20 Nov, 2019

Replace "favorably impact the quality of your life" with the specific reasons that are relevant for him / her. You learned this from your client who made the referral, during the self-referral conversation, and / or your follow-up phone conversation where you scheduled this phone consultation.

If an emergency should arise that prevents you keeping your appointment, please contact me as soon as possible so we can reschedule for another time.

Use "another time" instead of a time that is more convenient for you.

John is looking forward to speaking with you!

Instead of "John is looking forward to speaking with" use something that is benefit-oriented for them: John looks forward to the opportunity to help you discover how some of the ideas you will discuss will help you _________________ (insert relevant, personal benefits).

« Would you send the email first, for example 2 days prior to the...

We are refining the process and scripting the AM uses when... »

Others in this category

How do I get people to come to my office for the first meeting when they frankly sometimes don’t even know if they want to meet me AND to bring their documents? I know referrals are best and I am working towards referrals only, but this other prospecting method does happen sometimes and may be happening for others as they get started building their practices.

When I attend self-referral functions and events and I am able to go deep and put the offer on the table, some of these people believe that they have everything in order and seem to be very organized and know exactly what they want to do with their life, or they say that their accountant does all that . I believe they would gain benefit from the concepts of Values-Based Financial Planning if they had a chance to understand what Values-Based Financial Planning was and may reconsider their own arrangements. Do you have any coaching that would help move these people to the next step in the process, that is accepting the book and a 20 minute conversation over the phone?

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.

Presently, I offer a College Planning Workshop. This workshop has produced a steady stream of clients. Now I want to upgrade my practice and one way to do so is to offer the first meeting with potential clients as the Financial Road Map Interview™. I can see that a stark revision would be to offer a 20-minute phone conversation before we set the meetings. Is this script OK for inviting groups? "We offer a complimentary consultation which is a process designed for you to make the best possible choices about your money that are in alignment with your most important goals and most deeply held values. After today’s workshop, you are invited to schedule your appointment." Should I just jump to the 20-minute telephone interview before inviting them to my office for a meeting?

Do you have a script for appointment setting that works with a non referred client you are in the beginning stages with, that makes them feel comfortable bringing their large pile of documents to a first meeting?

» More articles