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 .
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