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Scripts and Product vs 2nd Opinion

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Dec 5, 2013 8:36 pm

Hi guys.  I have been calling on business owners and trying to get my script down.  Gotta love the contact rate, but I want to get my offer down correctly.  I see a lot of posts of calling on bonds, but they are pretty old posts.  Does that still work?  Are there any updates from the field on what you guys use?  Some say they call on 2nd opinion, etc.  What script are people calling with and getting traction with the next step and appointments in 2013/2014?  Any insights would be appreciated. 

Dec 6, 2013 6:52 pm

What’s your direct competition calling on? 401k, retirement plans, “comprehensive strategies” etc.

Don’t be advisor #15 calling them about that, be the “oh wow ECD, no one has talked to me about that”

I’ll let you figure it out from there…as all business owners are unique and have unique needs. Some need tax deferral, some need income is slow months, some need partner exit strategies, some need pass through.