What is it that you do?
Example 1:My firm is a full-service financial planning firm which means different things to different people. And I am sure that you can appreciate that it isn't possible to explain all the areas we work in within a two-minute phone conversation. What I can promise is that after a 15 minute meeting, you and I will both know if there is a benefit to continuing our conversation.I need you to be more specific....We focus on three areas:Asset protectionExpense analysisRisk managementThere are a lot of changes coming out of Washington, and we’ve had the opportunity to see the “Green Book”… a several thousand page book that contains some nuggets of information about areas that are going to be targeted by Washington…And as you can probably guess/imagine, business owners are on that “Hit List”So what we’d like to is get together with you to go overWhat we’ve seenWhat we think is going to happenAnd offer some specific ideas that can help you protect and insulate yourself.So with that in mind…Example 2:Joe, I appreciate you asking. We are a full-service financial planning firm. The reason planning is necessary is because of all the complexities that exist in Washington leaves most businesses and families vulnerable to catastrophic after-shocks when unforeseen things happen. With that in mind, I'd like to schedule an introductory meeting to understand your situation, educate you on our capabilities, and discuss the reason it is essential to partner with a firm like ours. That way, if there is a fit, you can take advantage of us in whatever way is comfortable to you.a) You are still not telling me what exactly it is you do.Joe, as I’ve mentioned, we are a comprehensive financial services firm. As I am sure that you can appreciate; it is impossible to go through everything that we can possibly do for people in two minute phone conversation.b) I need more information before I take a meetingWe work in four main buckets: Risk Management, Expense Analysis, business continuity planning, and asset protection strategies. Joe, there has been a lot of changes coming out of Washington recently such as the health care bill and major tax law changes. There are likely to be more changes coming down the pike that will most likely have a direct impact on your financial situation; even if all the news doesn’t make the front pages of the paper. We’ve had the opportunity to see the “Green Book”…a several thousand page book that contains some nuggets of information about areas that are going to be targeted by Washington…Whether or not we have the privilege to work for you, everybody gets something out of meeting with me and I promise you that you will walk away with a couple of good ideas to make it worth both of our time. Does that sound fair enough? Joe, you sound interested, so the best thing I can do for you is schedule a meeting with you to discuss your unique situation. So, with that in mind are mornings or afternoons better for you?