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Feb 28, 2017 1:38 am

I'm working on a new cold calling script and would love some feedback. I don't have responses to all objections on here but I feel I have some good ones ready.

"This is _________. I'm the investment and insurance specialist for ________ financial group. Did I catch you at a bad time?

I specialize in creating secure investment income without increasing risk. I'm sure you've noticed that's a hard thing to do with today's interest rates.

I'd like to set aside 20 minutes to talk about your current investment strategy and then run some comparisons on what you have versus our portfolios. Would you be against having a second look and peace of mind on your investments?

If your portfolio is strong then you have quantifiable evidence and peace of mind. If not, then we can make some adjustments and add security and results.

Is it better for you to meet during the day or in the evenings?

All I ask is that you have your current statements together when we meet so I can take a look at them or you can send them ahead of time and I can have the comparisons ready for you."


Mar 15, 2017 4:21 am

I like it. Instead of " If not, then we can make some adjustments and add security and results," Maybe try something like " If not, then we can make some adjustments to bring your investment portfolio more in line with your long term goals."