Scripts and how to write them

6 replies [Last post]
Swagger's picture
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Joined: 2011-02-05

Do you guys write scripts and follow it word for word or do you write an outline and follow that.  Or do you wing it and go off memory.  I have been building my book through cold calling for 2 years and was wondering these questions.   Thanks

BigFirepower's picture
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Joined: 2010-07-09

Are you aware of the Finra rules regarding "scripts"?It should be on your annual compliance questionairre. And you make a statement there, with your signature, penalty of perjury...There are presentations, spiels, and there are scripts. You don't do scripts, scripts are bad, just ask Olde Discount....

Swagger's picture
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Joined: 2011-02-05

Yes I do understand.  I see where I made my mistake.  Thank you for pointing that out.

squash2's picture
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Joined: 2010-03-09

Everyone has scripts, they just call them something else or deny making/using/ having them....

JohnnyReb's picture
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Joined: 2010-11-06

squash2 wrote:Everyone has scripts, they just call them something else or deny making/using/ having them....Right-O Squash!- Obama's got scripts- Congress has scripts- The IRS's, they got scripts- The home office has scripts- The Preacher's got scripts- Your kids got scripts- Everybody's got scripts..........WHAT the ________ is wrong with calling a script a script? 

LeadDogMoe's picture
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Joined: 2010-07-25

Hi _____ my name is Lead Dog I work for ML and I look for people that can use a high level of advice on income planning, protecting assets and minimizing taxes...do you have a minute? I would like the opportunity to earn your business.

Takingnames's picture
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Joined: 2007-11-09

Have your compliance team approve scripts before use...... 

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