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The only question I have is how do you transition into asking for an appointment after your 3 question survey....literally, how do you ask for the appointment/consultation, etc?
Once you've asked them how comfortable they are with their current planning it is just natural conversation from there. Most people KNOW they have no plan and their spouse/kids have no guidance to follow. If they acknowledge that and have the type personality that they see it as a problem, you explain that is exactly what you help people with.
There is no script for this part because no two conversations go exactly the same.