When making the calls to schedule Financial Road Map® interviews with current clients, I've received the same reply numerous times. The client will often say something to the effect that he/she needs to check scheduling with their spouse and will get back to me with a time that works for the two of them. I reply that it is fine and confirm when I can check back in. I then send an email to the client I spoke with to serve as a reminder. Is there anything else I should be doing? I imagine that pressing to set an appointment on the phone, with language like, “Let's set a time that works for you, you'll check with your spouse and we can reschedule if necessary” is too “salesy”?

Article ID: 581
Last updated: 20 Nov, 2019
Nope, not too "salesy" at all. That's a great way to handle setting the appointment... I would not refer to implementing an effective way to schedule an appointment that will benefit them as "pressing."
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folder Before Financial Road Map™
folder Miscellaneous
folder Financial Road Map® Misc.
folder Before Financial Road Map™ -> Follow-Up Phone Call (Prospective Clients)
folder Before Financial Road Map™ -> Initial Contact with Prospective Clients
folder Before Financial Road Map™ -> Phone Consultation™
folder Before Financial Road Map™ -> Before Financial Road Map™ Misc.


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b Is there anything else you would suggest to be more effective in getting my existing clients in for a Financial Road Map Interview™?
b 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?
b I will be meeting with clients I have known for 25 years and who have been clients for six. They retired two years ago and we have been working from a Retirement Plan I prepared for them when they became clients. How do I use the Financial Road Map® with these clients?
b I have a client who I have never met with, and I spoke to him for the first time to schedule a Financial Road Map Interview™. He told me that he and his wife were too busy to meet because of their hectic work schedule, but he wanted me to mail him literature on the Financial Road Map®. What do I do in this situation?
b Can you please help me with an appropriate Financial Road Map® appointment setting script that I can use with the clients in my tax practice?
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