In what situations do I use the 2-Page Business plan with Ideal Clients?

Article ID: 576

Last updated: 20 Nov, 2019

When clients are not referring and it would be helpful to see the bigger picture of your plan to build an Ideal Client Community, they benefits to them of being a member, and their role in helping to build the Ideal Client Community by referring their friends, family, and colleagues... following the referral process.

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Some of my best clients are those who have retired and are using their pension lump sums to fund their retirement income. The markets since 2007 have eroded over half of their pension asset and now their monthly incomes are in real jeopardy of running out. Six years after retiring they may have to go back to work. How can I re-set the stage with them when their goal was to have enough money not to worry and now clearly they do not?? And how do I ask them what their goals are considering that their most fundamental goals are no longer working out.

I am struggling as I develop a week’s plan that allows for 8 hours for deliverables and 8 hours for Client Acquisition. I need help with a pattern that would involve both the mornings and the afternoon. Other than the patterns in the book, what would you suggest as to how to structure the week?

Clients agree to pay for their plan (and pay at the end of the first meeting) $5,500 to have their Implementation Plan written. My annual ongoing Ideal Client Fee is $11,800. Do I collect this (annual ongoing fee upfront) from them at the same first meeting or do I do it at Implementation Meeting?

How do we respond to someone when they say, "$7500/per year (our PMARR) is a lot of money?”

Can you describe what a typical deliverables team looks like?

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