A few weeks ago I had a couple cancel their Financial Road Map® appointment and I have been unable to get them to return my calls to reschedule. From my perspective I thought the Phone Consultation went very well. They seemed engaged and eager to complete their Financial Road Map®. Do you have any suggestions for what I should say when I call them to encourage them to reschedule the appointment?

Article ID: 77

Last updated: 20 Nov, 2019

These are signs from God. Some people like to get things done and some people just pretend like they do. I might make one more call, however, you simply don’t want to have to work that hard with one individual to schedule an appointment.

Maybe, sometime before you’re done, he’ll resurface and you can make a judgment call at that point if you want to let him back in the loop. This is why it’s so important to really, truly have your Values-Based Financial Planning™ referral process in full swing all the time until you are done. That way you always have plenty of people to contact so individuals don’t get under your skin.

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