APPOINTMENT SETTER SCRIPT



Advisor/Rep: Hello, may I please speak with ? Hi this is calling from and our broker dealer. Do you have a few minutes to talk? (Wait for a Response)

Great, I was hoping to talk with you about a new opportunity to help diversify your retirement assets. I’d like to schedule some time for you to come in and meet with _____________to discuss the Legacy Optimizer from North American. (Representative)

Member/Client: What’s this about?

Advisor/Rep: Here at _______Financial Institution, we are always trying to find better solutions for your money.

• We’d like to show you an opportunity to increase the amount of money you leave to your family

AND

• You can still have 100% access to your money

AND

• You can avoid as much risk as possible

Does this sound like something you might be interested in? (Wait for a Response)

Member/Client: It might be!

Advisor/Rep: Great, Would Thursday or Friday work better for you? (Wait for a Response)

Member/Client: Thursday is better.

Advisor/Rep: Would you prefer morning or afternoon (Wait for a Response)

Member/Client: Morning works for me.

Advisor/Rep: Great, we look forward to seeing you on .

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download