script 10-20-26

“Hello, {first_name},? {first_name}, I am looking for a financial professional who has the capacity to help people in area code xxx with their investment OR 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)?” 

If he says not or not interested end the call OR ask for a referral – do you have a colleague in your local area interested in taking on new clients that I can call?
 

If he says yes he is interested, or says “tell me more,” or asks a question, then continue

Let me explain.
 My name is {your first name}. I am with Retirement Prospects. We provide a service to match prospects seeking financial advice in your area, with professionals who can help them. 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 supplements,

collectibles

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

How long have you been a professional offering financial services? 

(if less than 3 years, then end the call “I’m sorry, we need professionals with at least 3 years of experience to help these prospects. Can you refer me to a 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 the economics of our matching service would not be favorable for you.
 

(if they ask more questions: I wish I knew those answers. I am on the telemarketing staff. I’m your initial contact and I do not know all of the answers. My position is to simply call professionals in specific areas and find those willing to assist local prospects. My goal, if you are interested in meeting new clients, is to set a time for you to speak with one of our experts so that you can get all of your questions answered. Can we schedule a 30-minute call so you can get the details of how we bring you new clients?)

You are a perfect fit. 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 we have will be a perfect fit for your business. Do you have 30 minutes later today {first_name}?

 (you then open the calendar to select the time zone on the scheduling page here https://RetirementProspects.as.me/?appointmentType=19117552 )