best script for wealth mgmt (really fee based )

55 replies [Last post]
IndieMan's picture
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Joined: 2009-11-10

I also leave lots of VM messages.  If they call back, they are interested at some level.  Lots of guys I know who cold call do NOT leave VM, and I think they are leaving a LOT of money on the table...........but to each their own.......:)

Otane's picture
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Joined: 2008-08-04

I never had that much luck with leaving messages. What is the percentage that call back? 10%?

squash2's picture
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Joined: 2010-03-09

Otane wrote:A targeted list and message will always give you better conversions. I think I have made the same amt of weekly calls as Firepower has and pulled in a cold 4 million in about 4 1/2 months. So, it can be done. I can do more, but I am either distracted with meetings, bs talk in offices and etc.,  I am starting to see if I can just keep consistent and pull in the big elephants. Read Dave Mullen's second book, and they mention a woman who was a million dollar producer in 2 years. She did it by calling on big money - so it can be done. What we are doing is tonka toys compared to that woman.   What they failed to tell you in that book is that her husband was partner of a huge law firm.. Most of her clients came from that..(Just saying not exactly equal playing field)

gethardgetraw's picture
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Joined: 2009-10-22

Otane - 0.5-1%I've tried both. Leaving and not leaving VM. I've found it's worth it to leave a VM. When they call back, they almost always have to funds available and they want to buy today. 200 calls a day and you have 1-2 call backs. Your VM has to be good and leave them wanting to hear more."Mr/Mrs ___. This is ___ from ____ here in town. We had a __(state)__ tax-free bond that was paying over ___%. It's ___ rated. Not sure if you've ever bought a tax-free bond, but if you may be interested call me back and I can tell you more about it . __(phone number)___." Takes 10 seconds.

Otane's picture
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Joined: 2008-08-04

You are probably right on the VM. By the time you go through your whole list, and call them back in a couple of months, they will forget you. I called on a large account, met with the guy, and he forgot what I pitched him on. Squash2I actually know the name of the fictitious person in Mullen's book 2. Just wondering if we are talking about the same person. Why don't you shoot over the initials, and see if it matches.  

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