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Before Financial Road Map™
Initial Contact with Prospective Clients
Follow-Up Phone Call (Prospective Clients)
Scheduling Financial Road Map™ Interview (Existing Clients)
Phone Consultation™
Cancellations
Before Financial Road Map™ Misc.
Opening Conversation
Values Conversation™
What's Important About...To You?
Value Levels 1,2, and 3
Identifying & Organizing Client's Values
Values Conversation™ Misc.
Goals Conversation™
All the Money Conversation™
Commitment to Hire Conversation™
Ideal Clients v. Non-Ideal Clients/Survival Clients
Disengaging from Non-Ideal Clients
Ideal Clients Resisting to Hire/"Let Me Think About It for Awhile."
Commitment to Hire Conversation™ Misc.
Commitment to Implement Conversation™
Financial Road Map® Misc.
Implementation Meeting
Progress Meeting
Referral Conversation™
Compelling Referral Conversation™ Help
Ideal Clients Reluctant Giving Referrals
Referral Conversation™ Misc.
Referral Process/ Follow-Up Phone Call
Referrals Reluctant to Schedule Phone Consultation™
Using MISC information
Referral Process/Follow-Up Phone Call Misc.
Referral Process/ Phone Appointment
Referral Process/ Misc.
Miscellaneous
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