Setting Appointments for Financial Advisors

~ July 10th, 2010
 
Summer P.“I just started with ProspectMatch and at first it was hard to really
get in the groove. I must say that after a couple of weeks of trying,
things are going very well. I have had 3 leads today alone. These
are great leads because they are welcoming people who know why we are calling. If you follow the suggested outline and call after a
couple of days of sending the booklet, you have a great chance of
getting an appointment. So far so good. I know it will pay for itself.” —Summer P., Las Vegas, NV
 
Notice what Summer writes, “I must say that after a couple weeks
of trying, things are going very well.” Summer is a strong advisor because if she does not have instant success, she keeps at it. Most insurance agents and financial advisors give up quickly–they are weak advisors. That’s why seminars, lead programs, direct mail–nothing works for the weak advisors. Until you master the script in the ProspectMatch program for setting appointments, it might take a few days. But after mastery, you’ll get more appointments than you’ve ever had.

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