Our CEO, Adam, shares how to introduce the Asset-Map process to a client or prospect for the first time.
Remove the intimidation factor of an Asset-Map and give your clients confidence that you'll be able to show them if they are on track for major goals. Get them engaged right from the start. Enjoy...and send us your comments and thoughts!
Tips found in this video
Show empathy and concern
"People are overwhelmed with complexities of life."
"We need to communicate better with you."Introduce the Asset-Map process
Set expectation of an annual review using Asset-Map
Show them a sample of a similar client
Make the sample real for them
Asset-Map is your financial inventory on one page
You get to take an Asset-Map home with you
Show them and discuss their Asset-Map, which you've taken the liberty of creating (using a stencil)
Everyone gets a color printed copy with a pen (when it's an office visit)
Send Discovery Interview to complete prior to your meeting
Resources
Asset-Map Script Free Download
PDF Samples we've supplied
Make your own sample Asset-Maps
Script: Introduce Asset-Map to Prospects
Tag: financial mind mapping, prospect, prospecting, best practice, introduction, present, introduce, meeting, client
4/2021