Week 1 results: Total dials - 505 Appointments: 2

Comments:

This week was really about testing,revising, and getting comfortable with my script. By Friday I had my script down smooth and that is when I got both of my appointments.

what’s the script’s basic strategy?

Week 2 results: Total dials - 419 Appointments: 1

Comments:

This campaign is turning into a warm lead development program. I am speaking with a lot of people who I’m sending literature and/or sending to my website.
I plan on making up the 81 missed dials this week.

what’s the script’s basic strategy?

Thank you for the question.

The script’s basic strategy is to offer people the “opportunity to work with the #1 investment adviser” in my area. It is also to gauge the level of satisfaction with their current financial adviser.

I ask for permission to ask them a question, then I ask “Are you currently 100% satisfied with the way their retirement / investment account is being managed?”

This is a good qualifying question because most people say, “I don’t have any…” Then I hurry up and get off the phone.

If they say yes, I ask them what specifically makes them 100% satisfied (with emphasis on “100%”).
They usually mumble around for a while, then I ask them another question: If they know exactly how much they paid their financial adviser last year? Nobody can answer me.
This creates an opportunity for reviews, etc.

sooo how is it going?

Probably bad if he’s grilling his prospects like that on the phone before even meeting with them.