When an existing Ideal Client is referring others to me how will they know if their referral meets my Predictable Minimum Annual Recurring Revenue?

Article ID: 79

Last updated: 20 Nov, 2019

One of the reasons you have an Ideal Client Profile is so you can show it to your existing clients during the Referral Conversation™ so they know who to refer you to. This is scripted in the Mastery Series™ 2 and demonstrated on the Mastery Series™ 2 reference the DVD.

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Referral Conversation™ -> Referral Conversation™ Misc.

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When I conduct the Referral Conversation™, at what point do I discuss the results of previous referral telephone consultations? In this case, the referrals did not want to meet to have a complete Financial Road Map® done. I want to be honest with my Ideal Client, but don't want to make her feel badly because these referrals didn't gain as much value from the telephone process like she did.

I feel like I am over analyzing the right questions to ask in a self referral conversation. The result is somewhat paralyzing. If I have some knowledge of the prospect, his occupation or family situation, what question or questions I should start with. It seems like I am trying to find out if they have other things in their life more important than money or if they are confident in their financial future or if they are comfortable that their entire financial house is in perfect order. What do I ask to lead in to a discussion of the above?

I had a Referral Conversation yesterday with a client couple. The benefits to clients were taking the worry out of their life and taking the pressure off of them. I was a little lost on how to dig deeper on this. I did use the phrase ‘How does this impact you day to day?’ I did not, however, receive an emotional response. How would you go about digging deeper with this type of response? This is an area I believe might be holding me back from clients introducing me to people they know although I set the expectation that in the next meeting I will expect them to have names of people to introduce me to.

I'm going to start cold calling companies in my area to try and present the Ideal Life Group Presentation to their employees during their lunch break; a 'lunch n learn.’ I've come up with a basic script to use when making the initial call and I was hoping if you could run your eye over it to see if you think it would be OK or if you have any suggestions.

I have had the Referral Conversation™ at my last two Progress Meetings and the response has been positive both times…. “I will get a list of people to introduce Values Based Financial Planning™ to, for our next meeting”. What would you say to her when she has NOT provided the list of people to introduced Values Based Financial Planning™ to that she has mentioned she would bring now twice?

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