Script

Your script displays in your autodialer.  It will be on your screen to read with every call.

It is critical that you speak very very slowly the first four sentences.  If you speak too fast, the person will misunderstand what you're saying or what you're asking you will have to repeat yourself and then explain yourself and waste your own valuable time if you do not speak very very slowly the first four sentences.

You:

“Hello, Joe?  Joe, I am looking for a financial professional who has the capacity to help people in area code xxx with their investment and insurance needs in the next 7 days. Would you have capacity to help these prospects and take on new clients between now and (date 7 days in future)?”

(very important—you do not say anything else in your first sentence.  You do not say your name. You do not say the company name.  You follow the script!!!!! Also, if you do not have the area code because the number you are calling is an 800 or 888 number, then say “to help people in your area”)

Professional: Yes

You: Great: My name is (first name).  I am with Retirement Prospects.  These are people age 50+, middle-income people, with investment assets of $250,000 to $1 million. Would these people be suitable for you as new clients?

I would like to set a demonstration with one of our experts to show you how we get these prospects and see if the types of prospects we have will be good for your business. Do you have 30 minutes later today? Great—what time zone are you in.

(you will need to select the time zone on the scheduling page here https://seniorleads.as.me/?appointmentType=19117552  )