Critque my Script

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Apr 7, 2010 3:49 pm

I am going to be buying some leads from a company called FNIN.com  I am raising money for my company's two managed futures funds.

The leads are pre-qualified for investors with $50k+ in liquid assets looking for high risk/high reward investment in the next 1-2 weeks.  These cost $18 a piece I believe, so I need to make sure I am fully prepared to convert them well.

Script:

Hello is XXX available?

This is XXX from Company Futures and Options.  The reason I am calling today is to discuss a new investment program we are now offering.  Do you have a few minutes available right now?  (if no, ask when a good time to call back would be.  If they don't want a call back, offer to e-mail info.)

Great, thanks for your time.  The new investment program we have are managed futures funds.  Are you familiar with managed futures funds and how they function?

(If no...) Managed futures are very similar to mutual funds.  You simply invest funds into a managed futures program, and a commodity trading advisor manages the account on your behalf and all trades are placed by the CTA.  Managed futures, as opposed to hedge funds, offer complete transparency to the trades placed for your account.  You will have full access to view your account's open positions and cash balances at all times.

(If yes...)That's good to hear

(continuing...) Many financial planners feel managed futures can greatly enhance your investment portfolio as they offer diversification and are not directly correlated to the movement of the stock market.

We offer 2 managed futures programs.  Our first program, the XXX, is our more aggressive program.  It currently has a return of %%% YTD and %%% since its inception.  

Our other program, the YYY program, is more conservative relative to the XXX program.  It currently has a return of %%% YTD and %%% since its inception.

Would you be interested in an investment with these types of returns?

(If yes...) Great, our XXX program requires a $50,000 minimum investment to participate in.  The YYY program has a current minimum investment of only $15,000.  Which program do you think best fits your investment goals?

(If interested...) Ok.  I do need to send you our Disclosure Document, which is essentially like a prospectus, for both programs.  The disclosure document is required by law to be provided to you so that you fully understand the managed futures programs we have to offer.  The documents also contain the necessary forms to open a managed futures account.  

(If still unsure...)  It sounds to me like you may have some additional questions or concerns.  If it would make you feel comfortable, I can have you speak directly with our CTA of the managed programs.

That's what I have for a script so far.  Let me know what you guys think...

Apr 7, 2010 4:55 pm

Hello is XXX available?

This is XXX from Company Futures and Options.  The reason I am calling is to discuss a investment program we are offering.  Do you have a few minutes available right now?  (if no, ask when a good time to call back would be.  If they don't want a call back, offer to e-mail info.)

Great, thanks for your time.  The program we have are managed futures funds.  

We offer 2 programs.  Our first program, the XXX, is more aggressive.  It has a return of %%% YTD and %%% since its inception.  

The YYY program, is more conservative. It has a return of %%% YTD and %%% since its inception.

Would you be interested in an investment with these types of returns?

(If yes...) Great, our XXX program requires $50,000 to participate.  The YYY program has a minimum investment of  $15,000.  Which program do you think best fits your investment goals?

(If interested...) Ok.  I need to send you the necessary forms to open an account.  

(If still unsure...)  It sounds like you additional questions I can have you speak directly with our portfolio manager.

Apr 7, 2010 6:53 pm

Keep it simple.  "I received an inquiry that you are looking for X within the next 1 to 2 weeks, what is it specifically that you're looking for?"  Go from there. 

By the way, who submits their information online or by mail looking for "high risk / high reward investments within the next two weeks" to be submitted to random brokers?  Good luck, but I believe you'll be seperated from your money with nothing to show for it within the next week.

Apr 7, 2010 11:39 pm

[quote=Ted]

Keep it simple.  "I received an inquiry that you are looking for X within the next 1 to 2 weeks, what is it specifically that you're looking for?"  Go from there. 

By the way, who submits their information online or by mail looking for "high risk / high reward investments within the next two weeks" to be submitted to random brokers?  Good luck, but I believe you'll be seperated from your money with nothing to show for it within the next week.

[/quote]

Thank you for your reply Ted.  No money is actually coming out of my pocket, my boss is throwing for the leads, but even still, of course I want to get his money's worth.

The company is supposed to be good(but expensive..), but either way we would like to find out for sure first hand.  We spoke with a rep and he is going to sell us a few leads so we can sample them, see if they are worth the money, and then go from there.

And I think I am going to keep it simple, especially from the beginning, making them speak with an opening line like you stated.

Apr 8, 2010 4:55 pm

I've never got a lead like that that was worth $0.02 let alone $18. You best be sure you're not getting screwed.

Apr 8, 2010 9:50 pm

you are getting screwed

Apr 9, 2010 10:27 am

[quote=Gaddock]

I've never got a lead like that that was worth $0.02 let alone $18. You best be sure you're not getting screwed.

[/quote]

That's why I'm buying a sample of them to be sure instead of throwing a ton of money at them right off the bat.

Apr 9, 2010 10:28 am

[quote=Sportsfreakbob]

you are getting screwed

[/quote]

See above comment ^

Apr 9, 2010 11:15 am

As a new broker you have more time then you have money so:

With all the resources on the internet, its pretty easy to create your own targeted lead list. Then call it until they ask you to stop. Then repeat.

Apr 9, 2010 12:18 pm

[quote=Rob]

As a new broker you have more time then you have money so:

With all the resources on the internet, its pretty easy to create your own targeted lead list. Then call it until they ask you to stop. Then repeat.

[/quote]

I think I was speaking of my leads wrong before...my boss is actually purchasing these so they aren't costing me any money.  He wanted to give them a try so I said...absolutely