A pitch thats working for me
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I am fascinated by prospecting and pitches and I believe the worst pitch is better than no pitch. etc.
But here is one that has set me 6 appointments this week so maybe it can help you?
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Mr X; I’m working with people who want to make money ; and I’m just curious…
Are you happy with the direction things are going with your investments?
If ANY opening…
If where you are right now is not the best solution; we want to be one of the options ok!
How about a 20 minute discussion ; I’ll pop by Monday at 4 ok? Great!
There are a lot of things we working with clients on that may or may not be for you; I find a short discussion can provide some decent direction and we’ll show you what we do ; ok!
I don’t see the issue…
He doesn't want to work with savers(aka CD buyers), he is looking for clients who want their money to grow.. Mr X; I'm working with people who have portfolios of at least $250K ; and I'm just curious...Are you happy with the direction things are going with your investments or the service you are getting from your advisor? If where you are right now is not the best solution; we want to be one of the options ok!
How about a 20 minute discussion ; I'll pop by Monday at 4 ok? Great!
There are a lot of things we working with clients on that may or may not be for you; I find a short discussion can provide some decent direction and we'll show you what we do ; ok!
I was just laughing at the Dear Lord reply, I could care less about whether or not that is a good pitch. Everything under the sun has been used and said. If it works for dash great for him.