Calling Referrals
Apr 15, 2011 3:30 am
I have looked all over the site and cant find anything but cold call scripts, Do any of the veterans here have a script they use when calling a referral. any help would be great.
Thanks
Apr 15, 2011 7:17 pm
Hi, my name is ____, _____ told me to reach out to you and thought you would benefit from the services I provide to my clients. Has ____ told you about me?
When would be a good time for us to get together and so I can tell you more about what I do?
"KISS" (keep it simple stupid) - Michael Scott
Source URL:https://www.wealthmanagement.com/forums/rookies-trainees/calling-referrals