Prospecting Questions

Question 1

3 A’s

Answer 1

Acknowledge
Answer
Ask

Question 2

3 F’s

Answer 2

Feel
Felt
Found

Question 3

FORM

Answer 3

Family
Occupation
Recreation
Message

Question 4

MACHO

Answer 4

Married
Age 28+
Children in the home
Homeowners
Occupation ($50k+)

Question 5

5 Magic Questions for Clients: RETIREMENT

Answer 5

At what age would you like to retire?

Question 6

5 Magic Questions for Clients: SAVINGS

Answer 6

How much money would you like to have saved, when you retire?

Question 7

5 Magic Questions for Clients: INCOME

Answer 7

How much INCOME would you like to live on for the rest of your life, in retirement?

Question 8

5 Magic Questions for Clients: GOALS & DREAMS

Answer 8

What are some of your big GOALS and DREAMS in retirement?

Question 9

5 Magic Questions: PLAN

Answer 9

If I could put a plan together for you that would put your family in a better financial position, is there any reason why you wouldn’t move forward?

Question 10

40 Year Plan-Definition

Answer 10

Do you want a 5 year plan or the 40 year plan?
-You work for 40 hours a week
-For 40 years of your life
-To live off 40% of your income in retirement.

Question 11

40 Year Plan Clozing Question

Answer 11

If it is hard to live on 100% of your income now, what makes you think you will be able to live on 40% of your income in retirement?

Question 12

Basic Questions: LIVING

Answer 12

What do you do for a living?

Question 13

Basic Questions: Length of Time

Answer 13

How long have you been doing that?

Question 14

Basic Question: CAREER LIKES

Answer 14

What do you like the most about your career?

Question 15

Basic Questions: CAREER DISLIKES

Answer 15

What do you like the least? What would you change?

Question 16

Basic Questions: RETIRE

Answer 16

Are you planning to retire there?
If YES, in how many years?
If NO, what’s your exit strategy?

Question 17

Basic Question: MOST IMPORTANT

Answer 17

What is most important in your life right now?

Question 18

What do you do for a living?

Answer 18

You know how a Corporation has a CEO/CFO? Well, I am a Personal CFO for families, Mitigating Risk away from the Families while growing their Estate.

Question 19

What do you do for work?

Answer 19

I am glad you asked, I help people in Leadership Development and Financial Literacy. We Identify the issues that cause chaos in the household and provide solutions to those challenges.

Question 20

Own Business vs Job Clozing Question

Answer 20

Do you own your own business or do you serve at someone else’s pleasure?

Question 21

Career to Dreams Clozing Question

Answer 21

Does your current career have the horsepower to take you to your dreams?

Question 22

Increasing Revenue Clozing Question

Answer 22

If we could show you options that could bring additional revenue into your family, would you give it serious consideration?