90 Day Challenge: Make 500 dials per week for the next 13 weeks. (13 x 7 = 91) This will be a total of 6,500 dials.
Each Friday I will report - number of dials, contacts, & appointments.
The goal of each call is to get a face-to-face appointment.
The goal of the 90 Day Challenge is to bring on $1M of assets under management.
This is a strict 90 day challenge and will run from April 10 - July 10.
Week 1 results: Total dials - 505 Appointments: 2
This week was really about testing,revising, and getting comfortable with my script. By Friday I had my script down smooth and that is when I got both of my appointments.
Week 2 results: Total dials - 419 Appointments: 1
This campaign is turning into a warm lead development program. I am speaking with a lot of people who I'm sending literature and/or sending to my website.
I plan on making up the 81 missed dials this week.
what's the script's basic strategy?
Thank you for the question.
The script's basic strategy is to offer people the "opportunity to work with the #1 investment adviser" in my area. It is also to gauge the level of satisfaction with their current financial adviser.
I ask for permission to ask them a question, then I ask "Are you currently 100% satisfied with the way their retirement / investment account is being managed?"
This is a good qualifying question because most people say, "I don't have any..." Then I hurry up and get off the phone.
If they say yes, I ask them what specifically makes them 100% satisfied (with emphasis on "100%").
They usually mumble around for a while, then I ask them another question: If they know exactly how much they paid their financial adviser last year? Nobody can answer me.
This creates an opportunity for reviews, etc.
Probably bad if he's grilling his prospects like that on the phone before even meeting with them.