A pitch thats working for me

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Nov 12, 2009 11:37 am

 I am fascinated by prospecting and pitches and I believe the worst pitch is better than no pitch. etc.

But here is one that has set me 6 appointments this week so maybe it can help you?
-------------------

Mr X; I'm working with people who want to make money ; and I'm just curious...
Are you happy with the direction things are going with your investments?

If ANY opening...

If where you are right now is not the best solution; we want to be one of the options ok!

How about a 20 minute discussion ; I'll pop by Monday at 4  ok? Great!
There are a lot of things we working with clients on that may or may not be for you; I find a short discussion can provide some decent direction and we'll show you what we do ; ok!

Nov 12, 2009 11:54 am
dashover:

 Mr X; I'm working with people who want to make money

 
Dear Lord...
Nov 12, 2009 11:58 am

Nov 12, 2009 12:05 pm

I don't see the issue..

 
He doesn't want to work with savers(aka CD buyers), he is looking for clients who want their money to grow..
 
Mr X; I'm working with people who have portfolios of at least $250K ; and I'm just curious...
Are you happy with the direction things are going with your investments or the service you are getting from your advisor?
 
If where you are right now is not the best solution; we want to be one of the options ok!

How about a 20 minute discussion ; I'll pop by Monday at 4  ok? Great!
There are a lot of things we working with clients on that may or may not be for you; I find a short discussion can provide some decent direction and we'll show you what we do ; ok!


 
Nov 12, 2009 12:12 pm

I was just laughing at the Dear Lord reply, I could care less about whether or not that is a good pitch. Everything under the sun has been used and said. If it works for dash great for him.