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NEW ASSOCIATE SCRIPTS

APPOINTMENT SETTING SCRIPTS
STC/APPOINTMENT SETTING OBJECTIONS
FOLLOW UP
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APPOINTMENT SETTING SCRIPT

PROJECT SCRIPT

Hi, [Name], hope you're well! I'm currently collaborating on a groundbreaking project focused on empowering our community through enhanced financial literacy. It's an initiative close to my heart, and I'm eager to share the details with you. Could we schedule a quick 30-minute Zoom call today? It's a bit complex to explain here, but my mentor can give you the exciting details. Let me know your availability!

BUSINESS PRESENTATION MEETING (V/BPM)

Hi [Name]! Hope you’re well. I wanted to share an exciting opportunity that I believe aligns perfectly with your ambitions and skills. I’ve got a venture that is lucrative, flexible and impactful. And I can't help but think that this journey would be incredibly rewarding with a partner like you by my side. It’s a bit complex to explain here, but my mentor can give you the exciting details. It’s an exclusive invitation with big possibilities. Are you free on [BPM Date] at [BPM Time]?

BRING THE MEETING TO PEOPLE (V/BMP)
Hi, [Name], I hope you're well. I've started a new role in the financial services industry, and our company is looking for new talent for our expansion. Your skills make you an ideal fit and I'm confident it could open doors to exciting possibilities for you to earn lucrative and residual income.  Could we schedule a quick 30-minute Zoom call or in person to discuss? I'll have my mentor share all the exciting details. Weekdays or weekends? Please let me know!

 

FIELD TRAINING

Hi [Name], I hope you're well. I'm reaching out because I've been working to become state licensed with a leading financial services firm. I'm currently in their training program, and part of the certification process involves observing 10 practice appointments via Zoom or in-person. Could we schedule a 30-minute appointment in the next 2-3 days with my director/trainer [name] and I? Your support means a lot.  Thank you and let me know your availability!

 

SEMINAR/WEBINAR INVITATION

Hi [Name], How's it going? I'd love to hear your thoughts on [Seminar/Webinar Topic], Wait For Answer [WFA]! Our company is hosting an exclusive seminar/webinar on [Topic] to empower local communities with essential financial literacy. And I'd like to invite you as my guest. Please provide your email for the Zoom confirmation.  I'll send the details and flier later. Feel free to share it with friends and looking forward to catching up post-event. Talk soon!

ONE-ON-ONE/DROP BY

Hello [Name] Any plans for this Friday evening at 7PM? [Wait For Answer!]
I'm swinging by your place with something incredibly exciting to share, and I'd love for you to meet someone special too.  Can't wait! See you on Friday night.

EVENT FOLLOW
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