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what to say and not to say

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what to say and not to say (37)

best answer to any question

Modified on Tue, 30 Jan, 2024 at 12:11 PM
call screening

Modified on Mon, 23 Feb at 4:10 PM
Calling and Rescheduling No shows/ cancels

Modified on Wed, 17 Dec, 2025 at 11:33 AM
calling referrals - what to say

Modified on Thu, 11 Jul, 2024 at 12:02 PM
do not ask "morning or afternoon"

Modified on Tue, 4 Mar, 2025 at 8:20 PM
Do Not use the word "leads"

Modified on Thu, 4 Dec, 2025 at 1:05 PM
don't talk to anyone unless you have their full attention

Modified on Thu, 3 Apr, 2025 at 6:23 PM
financial advisor says send me an email / brochure/ video

Modified on Sat, 3 Aug, 2024 at 2:44 PM
high net worth, referral-only

Modified on Wed, 1 Jul at 2:56 PM
How did you get my contact information?

Modified on Tue, 24 Oct, 2023 at 2:52 PM

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