Make a list of your friends, family, acquaintances, etc. Sort the list and prioritize who you think are the best candidates to be Ideal Clients and know people who might meet your Ideal Client Profile. Follow the Values Based Financial Planning™ referral process with you referring yourself to these people. If you did know the MISC information about them you would write the note on the cover of the book with those reasons that you think Values Based Financial Planning™ will be of value to them.
However, you indicated in your question that you don’t know what’s MISC to them. In this case, call them before you send the book and tell them that you want to send them a book that you think might be of value to them, but you don’t want to waste their time if it’s not. In order to determine if it might be of value you want to ask them a few questions. Ask them some of the MISC questions that you learned in the Academy 2. If there seems to be a fit, tell them so, send them a book, and schedule the 20 minute phone appointment. If there doesn’t seem to be a good reason to send the book, don’t. Follow the process: do the phone appointment and, if appropriate, invite them in for a complete Financial Road Map®.
