Script for Dialer

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?

(if he says not, these people would not match who he wants, you can ask for a referral (do you have a colleague interested in these types of prospects that I can call?)

{first_name}, It is my job to screen local financial professionals with prospects needing assistance.  Can I ask, what are your top 2 products and services so I can see if this would be a good fit?

(make sure you listen to what they say and write it down or enter into the calendar, so when you set the demonstration in the calendar, you re-confirm and don’t just ask again because that would sound like you’re not listening)
At least one of their TOP 2 products or services must match this list:
IRA and 401k Rollovers
Annuities
Life Insurance (Ask: Is it primarily final expense? If yes, do not count this product)
Long Term Care
Investments & Money Management
Wealth Management,
Investment Advisory
Retirement Planning / Financial Planning
Social Security Maximization
Fixed Income Offerings

SORRY--WE CANNOT HELP YOU GET CLIENTS FOR THESE SERVICES:
mortgages,
reverse mortgages,
P&C insurance (home and auto),
group insurance,
preneed,
final expense,
health insurance (ACA),
employee benefits,
disability insurance,
Medicare plans,
collectibles (gold coins, cryptocurrency, etc.)
executive compensation
deferred compensation


Great, we can definitely help you get new clients for (his products and services, such as life insurance and annuities)  

Two more quick questions {first_name},:
How long have you been a professional offering financial services and do you currently work full time as a financial professional?
(if less than 3 years or they do not work full time as a financial professional, then end the call “I’m sorry, we need professionals with at least 3 years of experience and who work full time to help these prospects.  Can you refer me to a full-time colleague in your area who has a least 3 years of experience?)

And when you bring on a new client, how much do you earn from an average new client?
(If less than $2000, end the call or ask for a referral: I’m sorry, the economics of our service only works if you earn more than $2,000 from a new client.  Do you have any colleagues in your area that earn more than $2,000 from a new client who is accepting new clients now?).

(if they ask “why do you need to know that?)You: Because if you earn less than $2000 per client, then our matching service would not be suitable for you.)

You are a perfect fit {first_name}.  I would like to set a demonstration with one of our experts to show you how we get these prospects and see if these prospects will be a perfect fit 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  )