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October 14, 2010
Reviewing the FDD with the Client

After receiving the FDD, and reviewing the document independently, my client and I had plenty to cover when he came into my office.  We went through the FDD together and talked about the items that we were going to ask the Franchisor and the franchise attorney to explain.  We looked through the financial statement and […]

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October 8, 2010
Follow Up to the Call with the Franchisor

After getting off the call with the Franchisor, my client and I scheduled a next meeting to call Franchisees together.   The FDD was sent to both my client and myself.   We began reviewing the website and materials that the franchise provided.  The Franchisor overnighted the FDD (Franchise Disclosure Document) so that we would have it […]

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October 2, 2010
Introducing Your Client to the Franchisor

After researching available franchise concepts, we started preparing for the calls with the Franchisor and I provided my client with a list of quality questions they should ask.  I proceeded to set-up phone introductions between my client and 2 of the 4 concepts they decided to investigate further.  I scheduled the calls back-to-back so the […]

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September 24, 2010
Researching Franchises and Matching Them to the Client

After going over the information we gathered on the franchise, my client was still fond of the concept, although they understood that they were not being set up for success by using that system.  We went through a questionnaire that helped me to understand what they were truly looking to achieve with this franchise.  The […]

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September 16, 2010
Becoming a Trusted Advisor

The second lead that my referral source sent me came into my office to meet me.  He and his wife had traveled a long way and were vacationing nearby.  Before we met in person, they sent me an e-mail with information on a franchise they were interested in.  It was a franchise that was not […]

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September 10, 2010
Acquiring a Client

Three months ago I began networking my franchise consulting business here in Orlando, Fla.  I have networked the business before, but I was interested in testing a new lead generation technique and began a campaign where I went to 45 events over a 6 week period.  That is a lot of networking!  I tested different […]

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