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Obtaining
Recommendations from Moneymax®
Offering a free
Moneymax Profile to your clients is a great
way to provide value and generate a great
opportunity to ask for recommendations.
Just follow these easy steps:
| 1) |
Call
your top 10 clients and offer the free
service of a Moneymax review |
| 2) |
Send
out the questionnaires to those clients
who have expressed an interest, provide
a fax number or a return stamped envelope
and directions for when it must be returned. |
| 3) |
After
receiving the returned questionnaire,
process the report. |
| 4) |
Schedule
a time/date to review to profile results
with the client. |
Moneymax
Talking Points
Phone call talking points
to invite 10 clients to participate in a
free Moneymax® Financial Personality
Profile:
I have a new tool available to me called
Moneymax, which helps investors understand
their unique "financial personality",
or their attitudes about money and how those
attitudes affect financial habits and financial
success. I have used this tool with several
clients and they have found it very enlightening.
As one of my best clients,
I would like to offer this service to you.
It doesn't cost you anything, and consists
of a 10 minute questionnaire that you return
to me for processing. We would then get
together to review the results. (If client
has a significant other: I will send two
questionnaires for the two of you to fill
out. You will then be able to see how your
attitudes about money are similar or dissimilar.)
Ask if of interest.
If so, attempt to schedule a Moneymax Review
Meeting at that time, promise to send a
questionnaire and be specific as to when
you need it returned.
Talking points
after successful client Moneymax review:
I would be glad to offer this service to
your family, friends or business associates.
If you can think of anyone who would be
interested right now, and like you is (choose
appropriate lead-in - saving for retirement,
saving for education, a member of XYZ association,
etc.), I would be happy to jot down their
name and number, give them a call and forward
a Moneymax questionnaire.
Go
To Letter of Introduction To Recommendation
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