Confirming Preset Leads Flashcards Preview

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Flashcards in Confirming Preset Leads Deck (5):
1

IMPORTANT: The purpose of confirming the appointment is to SOLIDIFY the appointment, not to SELL the product.

CRITICAL NOTES

IMPORTANT: The purpose of confirming the appointment is to SOLIDIFY the appointment, not to SELL the product.

CRITICAL NOTES

1. Call and confirm ASAP: Don’t let the burrito go cold. (Within 4 hours of receipt)

2. URGENCY and Tonality: Speak with confidence, authority, higher volume and more urgency

3. Just a little Interested: These leads have just raised their hand…a little bit. They still have trepidation, worry, fear, and concern about speaking with you. Even though they have set an appointment, they have their guard up.

4. Follow the confirmation script with URGENCY! Take them to the place emotionally they were when they called the first time.

2

HIT 3 CRITICAL KEYS

1. Time:
2. Release the Pressure Cooker:

Is that fair?

3. Fan the Flames of their Memory:

HIT 3 CRITICAL KEYS

1. Time: I only have 20 minutes, and I’m back to back so it will be short and sweet.

2. Release the Pressure Cooker: Nothing to buy, may not be a fit, if not I’ll let you know.

Is that fair?

3. Fan the Flames of their Memory: “Why did they call in the first place, what is their problem?”

3

Agent Script pg 1
Hey, is this [Prospect]?



Hi [Prospect] this is Rusty Barton… (Move quickly to next sentence) hey, I only have a second, I’m just between appointments…

But..It’s my understanding that you heard one of our radio ads and set a time for us to get together on [DAY] at [TIME], and I’m excited to meet you.

It'll only be a short 20 minute call (because)...I pretty much have appointments throughout the day.

So...On the call, (1) there's absolutely nothing to buy, and (2) you'll see a unique strategy to grow your money... potentially double digits, (3) you don’t lose when the stock market crashes,
...(4) it can also create a tax free retirement income.

4

If Voice Mail

Hi [Prospect], this is Rusty on behalf of Wealth Beyond Wall Street. Your hard copy of the book is on the way and should be there soon.

You called off one of my radio ads and set a time for us to get together on [DAY] at [TIME], and I’m excited to meet with you.

It will only be a short 20 minute call because I am back to back on appointments. There's absolutely nothing to buy, and you'll see a unique strategy to grow your money tax deferred... potentially double digits, so you never lose when the stock market crashes...

it's also regarded as the best tax advantage left in the tax code...and so you’ll see how to reduce taxes considerably which is a big expense for people now.

If you can’t make it give me a call back at [801-541-4561] so I can fill your spot with someone else, otherwise I’ll call on [DAY] at [TIME].

Talk to you soon,

[Agent]

5

Agent Script pg 2

So, just to clarify....Do you have [DAY] at [TIME] on your calendar? (MAKE SURE IT’S actually ON THE CALENDAR)

I only ask because I am back to back with appointments, and if you can’t make it, I’d like to fill your spot with someone else.

I think you will be surprised because most people've never seen these powerful strategies before.

What's the best number for me to call you on?

Okay and I've got a short article I’d like to send for you to read before we talk, what’s the best email address for you? (OR CONFIRM existing email)

NOTE TO AGENT: Email link to “Time to retire the 401(k)” article