Coaching the PSS Opening

Question 1

What are your thoughts about this opening?

Answer 1

Hey Jim, my name is Winston Taylor and I am your financial adviser here at TD Ameritrade. The reason for my call today is to inform you of our new promotion. Then possibly show you some ideas on the website relevant to what you are doing here. Do you have a few minutes?

Question 2

What are your thoughts about this opening?

Answer 2

Hey Elizabeth, my name is Winston Taylor and the reason I am calling you today is to let you know that you have been assigned to me and to also give you my contact information. Do you have a pen and piece of paper?

Question 3

What are your thoughts about this opening?

Answer 3

Hey Marie, my name is Winston Taylor and I will be your main point of contact here at the local branch. I am calling you today because I was reviewing your account and realized that you may be over concentrated in ABC stock. Do you have some time to talk about that?

Question 4

What are your thoughts about this opening?

Answer 4

Hey Bill, this is Winston Taylor at TD Ameritrade. I was calling to check in and see how things are going. How are things?