Scripts and how to write them

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Feb 16, 2011 5:48 pm

Do you guys write scripts and follow it word for word or do you write an outline and follow that.  Or do you wing it and go off memory.  I have been building my book through cold calling for 2 years and was wondering these questions.  

Thanks

Feb 17, 2011 9:26 am

Are you aware of the Finra rules regarding "scripts"?

It should be on your annual compliance questionairre. And you make a statement there, with your signature, penalty of perjury...

There are presentations, spiels, and there are scripts. You don't do scripts, scripts are bad, just ask Olde Discount....

Feb 17, 2011 1:43 pm

Yes I do understand.  I see where I made my mistake.  Thank you for pointing that out.

Feb 17, 2011 3:38 pm

Everyone has scripts, they just call them something else or deny making/using/ having them....

Feb 20, 2011 1:32 am

[quote=squash2]

Everyone has scripts, they just call them something else or deny making/using/ having them....

[/quote]

Right-O Squash!

- Obama's got scripts

- Congress has scripts

- The IRS's, they got scripts

- The home office has scripts

- The Preacher's got scripts

- Your kids got scripts

- Everybody's got scripts..........

WHAT the ________ is wrong with calling a script a script?

Mar 29, 2011 4:01 pm

Hi _____ my name is Lead Dog I work for ML and I look for people that can use a high level of advice on income planning, protecting assets and minimizing taxes...do you have a minute?

I would like the opportunity to earn your business.

Mar 29, 2011 8:01 pm

Have your compliance team approve scripts before use......