Referral approach – Client
John, you are in a unique position. There are people that you care about that really need to go through a process similar to what we took you through. You have protected your family through life insurance, you have a plan for financial independence, you have addressed your education savings goals, and your documents are complete. I guarantee that if I polled 10 of your closest friends or business contacts, you and maybe one other person would be in this position.I found that in that select group of people…everyone will get something out of meeting with me. Even those who have already done something about protecting their families and have a plan on how to retire with dignity find a meeting with me worth their while. They may find new ways of saving on their taxes, learn new options for retaining key employees, or find a way to get a better value for their insurance dollars. Everybody’s needs are different, but they all agree on one thing: they got something useful out of their meeting with me.The people who can really benefit from our process are independent business owners and professionals; especially those who have families. I found that most of these folks have a lot to gain from taking a moment to meet with me. They often work long hours to earn their income but they seldom take even a few minutes to think about how to manage it more effectively.Who are three people who come to your mind first?Let me show you the names of some people that I know that would benefit from meeting with me.