Answers to most common questions

Modified on Sat, 3 Aug at 2:32 PM

these answers appear in your dialer below the script


advisor; what is this about?

You : Our company matches prospects seeking assistance with their insurance or investments with local financial professionals.  Are you interested in taking on new clients in the next 7 days?

 

 

 

What's the reason for your call?  


You : Our company matches prospects seeking assistance with their insurance or investments with local financial professionals.  Are you interested in taking on new clients in the next 7 days?


Are you selling leads?  Yeah, I don't buy leads.


You : we have real-time inquiries from people who respond to internet offers for assistance with their insurance or investments. Would you have interest in helping these people and taking on new clients? 

Whats the bottom line what does this cost me?


You: For each prospect that meets your criteria, the cost is $32. Is $32 a reasonable investment to meet a prospect that could be worth a few thousand dollars of income to you? 


What do you want?


You: I am looking for a financial professional in area code xxx that can assist people with their insurance or investments.  Are you able to take on new clients now? 


Yeah I have seen all these services out there and they are all trying to get you to pay for leads.  What makes you different? 


You: If you are interested, I can set a call with one of our business experts.  He can explain what we do differently to help you gain instant credibility with these prospects and 2 methods we use to increase the number of prospects that convert to appointments. Do you want to set a 30-minute call if you have genuine interest?


What’s this about?

My name is (first name).  I am with Retirement Prospects.  We have investors and insurance buyers in area code xxx and we are looking for a financial professional who has the capacity to help these people and take on new clients.  These are people age 50+, middle income people, with investment assets of $250,000 to $1 million. Would these people be suitable new clients for you?

 

Who are these people?

These investment and insurance buyers responded to an offer online to get a booklet on one of 11 different topics about retirement.   They have provided their complete contact information and are waiting for information.  Would you be willing to send information to these prospects who have requested it and then call within 48 hours to set a meeting?

 

Are you an FMO, IMO? Broker-dealer?  Do I need to place my business through you?

We do not deal in any financial products or services.   We simply match you with prospects who have expressed interest and you sell the products and services you desire. Are you able to speak with prospects and take on new clients in the next 7 days?

 

How did you get my contact information?

Answer: We subscribe to a service of everyone who has a life insurance license or a securities license

 

Do you take a percentage of the sale?

We do not get involved with the products and services you sell nor do we take a percentage.  We find prospects for you and that is our only business—filling up your appointment calendar.  Is that of interest to you, to gain new clients?(yes).  Would tomorrow morning or afternoon be more convenient for a 30-minute demonstration?

 

What is the cost
 for each prospect we find that meets your criteria, the cost to match you with the prospect exclusively is $32.  Would $32 be a reasonable investment to make a couple thousand dollars in commission? (yes). Great—let’s see if we can match you with the right prospects for your business. Would tomorrow morning or afternoon be more convenient for a 30-minute demonstration?

 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article