Financial Advisor Scripts
Telemarketing Rebuttal script (financial advisor)?
Need your opinion or rebuttal script on any of the following (financial advisor setting)
# “I’m not interested!”
# “I have no money for that right now!”
# “I have to think it over.”
# “No need at this time.”
# “This is way too risky!”
# “I have a financial advisor.”
# “I’ll speak it over with my wife.”
# “Can you just send me some information?
# “Call me back later!” or “I’m busy, ok?”
# “I make my own financial decisions.”
You’re not interesting in (saving/earning) 8%?
#But I can tell that you’re interested, have I told you about our join now and pay later option?
#Which I understand because this is a big decision that is why we have a trial program….
#Of course you don’t need it today or you would have called me but what when you need it tomorrow?
#Hence the nice return. Don’t worry, though, I will be there with you every step of the way.
#And I’m sure he or she is really good at what they do did they tell you that you could save so much just by doing this?
#And I want the both of you in on this important decision, why don’t we set you up for a free, no obligation trail to lock in this limited time offer and if you two later change your mind you can cancel anytime
#This campaign is a limited time offer being available in your area for only a brief time. Why don’t we get you set up in a trial membership so you can go over all the information at your leisure?
#When will be a good time to try back?
#Great! So, you have already taken the first step to financial freedom, allow us to provide you support that the other guys don’t have to help you make it all the way.
ATTN: Jaw Surgery Patients
Charles Schwab Announces Plans to Launch Equity Award Consultation Team for Corporate Stock Plan Clients
CHICAGO–(BUSINESS WIRE)–At the 2010 National Association of Stock Plan Professionals (NASPP) conference in Chicago, Ill., and on the heels of a highly successful pilot, Charles Schwab today announced plans to launch a new Equity Award Consultation Team for corporate stock plan clients. The team, which will formally launch in the first quarter of 2011, will provide personalized education and …
Financial Advisor Scripts Once you”ve confirmed that the adviser has a good track record, it”s time to delve deeper into his or her personality. Financial Advisor Scripts A good adviser will consider all aspects of your financial situation and design a customized plan to help you achieve your goals.