do yo have any reps with (company name) registered with you

Best Response:
We have been in business for 23 years and have served over 29,000 financial professionals.  There is no company where we have not served dozens of their representatives: Edward Jones, Merrill Lynch, Prudential ,NY Life, etc etc 

This following is for YOUR information and there is no need to repeat this to the financial professional 

When financial professionals register to use our service, we don't know which company they work for because we do not ask and we do not care.

We only know which company they work for if they happen to tell us OR, they use their company email address, such as name@edwardjones.com

see short video attached 

So for example, we may have 50 representatives in our database with the email address @ml.com (Merrill Lynch) but we may have served another 200 representatives with Merill Lynch but we do not know that they work for Merill Lynch. Why?

Because we do not ask what company they work for as we do not need to know that information.  We serve that individual financial professional, not his company so  the company they work at has no interest to us.

For example, if the representative works for Merrill Lynch he may give us a gmail email address and so we don't know that he works for Merrill Lynch.  We don't ask people where they work when they register with us because we don't care. We do business with individual financial professionals and we don't care if they work at Merrill Lynch or Edward Jones or Prudential or New York Life etc.  That is irrelevant to us and therefore we don't ask which company they work for.

The only way we know which representatives have worked for certain companies is by searching our database and finding those that happen to use the email address of the company.  For example, if someone registered with us and used the email address @ml.com, then we know they work for Merrill Lynch.  But if they use their Gmail address, we don't know where they work.

So if somebody asks you, "do you have representatives of company ABC using your service?" your answer is

"We have been in business for 23 years and have served over 29,000 financial professionals.  There is no company where we have not served dozens of their representatives: Edward Jones, Merrill Lynch, Prudential ,NY Life, etc etc. Would you like to add new local clients?" "