Idfa Webinar: Strategy For Converting A Cdfa Prospect To A Cdfa Client

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Idfa Webinar: Strategy For Converting A Cdfa Prospect To A Cdfa Client

IDFA's August webinar discusses ideas and strategies designed to streamline your initial contact with a prospective CDFA® client to spur them into taking action. Watch the webinar on the IDFA website. Please complete the following quiz for one hour of CE credit for your CDFA designation. This quiz will be available until November 30, 2018. If you pass the quiz, you will receive a certificate to submit in your IDFA account when reporting the CE credit. Users have two attempts to pass the quiz. After two failed attempts, you will be locked out of the quiz. To unlock the quiz, please contact IDFA's customer service team to have the quiz reset within one business day. Users will be given one additional attempt afte


Questions and Answers
  • 1. 
    What was one way mentioned to set expectations with a prospective client so they don't take advantage of your time?
    • A. 

      Always offer a free phone call or in person meeting

    • B. 

      Determine up front how long your complementary phone call or meeting will be and then stop when you reach that time

    • C. 

      Direct them to your website for resource information

    • D. 

      Have your assistant handle all calls for general information

  • 2. 
    In addition to collecting data on the prospective client what else did the presenter say was important?
    • A. 

      Making sure to give them other professional referrals

    • B. 

      Encourage them to join a divorce support group

    • C. 

      Dispensing information about you and your services

    • D. 

      Running a child/spousal support calculation

  • 3. 
    Which item should NOT be included in a written recap after the first meeting with a client?
    • A. 

      Attorney referrals

    • B. 

      Recap of the highlighted items discussed at the meeting

    • C. 

      Guidance on how to acquire missing financial data

    • D. 

      Provide clarification on information supplied

  • 4. 
    If you are sending out a Divorce Resource email why should you create two email lists?
    • A. 

      To differentiate between prospective clients vs. actual clients

    • B. 

      To send different information to prospects depending what stage of divorce they are experiencing

    • C. 

      To have one list for women prospects and one list for men prospects

    • D. 

      To track which prospects you referred to other professionals

  • 5. 
    The presenter mentioned three tools for a CDFA's marketing arsenal.  Which one of the following was NOT mentioned:
    • A. 

      Divorce Brochure

    • B. 

      Website

    • C. 

      List of Your Services

    • D. 

      Informational Articles

  • 6. 
    Of the reasons mentioned for having a client intake form, which one of the following was NOT mentioned?
    • A. 

      Data collection on the prospective client

    • B. 

      Tracking conversations

    • C. 

      Track how your prospective clients are finding out about your services

    • D. 

      Tracking how much time was spent to invoice for your client meeting