http://forums.registeredrep.com/forum_posts.asp?TID=10158

THere are 3-5 topics on the first two pages of prospecting/selling/etc/ that deal with cold calling.

Go to:

  www.billgood.com   search around a bit and you will find CC scripts.   These scripts are older than dirt. But if ain't broke why fix it? They work just fine.   __________________   Or a short script;   intro yourself and then ask:   Are you happy with your portfolio results lately?   Are you happy with your advisor?   Any hesitation is reason to pursue a conversation. keep it short on the first call.   _________________________     Another approach would be product. I like bonds. However, in this market try this:   Intro then:   I'm calling with information on an investment that gives you the upside of the stock market without risking your principal. Does that sound like something you could have an interest in? (equity linked CD) Variations include opening with a question: Did you lose money when the market crashed this past year? then: If i could show you...   _______________________________ And a bond MF   Mr Jones i'm calling with information on a tax free investment that yields over 7% tax free. That's the same as a CD yielding 11%. Do you have any CD's Yielding 11%? (ORNAX) ( that it doesn't match up to a cd is not relevent in the prospecting call)   Or   I'm calling with information on an investment that yields over 7% tax free. Does that sound like something you could have an interest in? Or: could i send you information on it?   Yes   terrific let me verify your info here;   I have you down at 123 main st and that's in anytown?   yes   And your last name is Spelled S M I T H?   Yes   First name John?   Ok if i call you john?   Sure   John, terrific, I'll get that info right out to you, one more question; If you do like the idea our minimum investment is $50,000, I assume if you like the idea that wouldn't be a problem for you?   No problem at all.   great, i'll get that out to you and call you back in a few days after you've had a chance to review it. If you have any questions before i call please feel free to call me.   OK, will do.   have a great day click dialtone. ( let prospect hang up first)     There are dozens more, but you get the point.  

Moraen:

I believe Squash is a ROOGLE master.  I have trouble searching as well. 

But I do like that the name I started is being used so much.  My own little piece of immortality.

  Glad to help you out with the immortality... I can pretty much remember anything I see, so after spending WAY too much time on here I have pretty much read everything..   Bond guy is responsible for building $4MM this year so far of my book... GOOD STUFF Keep it coming..

Squash1:

[quote=Moraen]I believe Squash is a ROOGLE master.  I have trouble searching as well. 

But I do like that the name I started is being used so much.  My own little piece of immortality.

  Glad to help you out with the immortality... I can pretty much remember anything I see, so after spending WAY too much time on here I have pretty much read everything..   Bond guy is responsible for building $4MM this year so far of my book... GOOD STUFF Keep it coming..[/quote]   Yo dude where's my cut?   Glad to help and more proof that this stuff really does work.

Here is what I am using any thoughts?

  "I know a lot of investors portfolios have gotten crushed over the last year and I wanted to give you and your advisor are doing about it"   or   With all the turbulence in the financial markets over the past year, I am calling to ask "Are you perfectly happy with the financial advice you are have been recieving, and with the financial plan you and your advisor have prepared for you"   or   The reason for my call is to let you know that I will be over in your area tomorrow afternoon meeting with some clients, when I am done would it be ok if I stopped by to dropp off an idea that has been working real well for some of my clients