I don’t have an office – what is the best approach for meeting people at their home?

 

First, be sure you use the approach, the script, that you find in our guide how to follow up on your prospects. If you don’t use that script and uncover the prospect's pain, do not even try to get an appointment. You must first find their pain, their concern, before they will agree to meet.

 

Once you uncover their pain / concern, your question is then, “Mr. Jones, would you like to know how other people in your same situation (e.g. just retired, needing more income, paying too much tax, etc..) Have solved that problem?

 

Most everyone will say, “sure.” “Great, I would be happy to share those solutions with you. And they make it this as easy as possible as a visit people at their location either their office or their home. Would Thursday afternoon at two be good for you and we can meet for say 30 minutes ?”

 

Now, because we are in a covert situation, you may further suggest, “do you have an area where we could sit outside?”

 

Or of course, like most financial advisors and life agents, just schedule a zoom meeting or Skype or use any video meeting software. 

 

Not having an office is not a negative thing. You can turn it into a positive because you’re making life convenient for them. “I come to your location.”