APPOINTMENTS ARE THE LIFELINE OF YOUR SUCCESS
scheduling Appointments
Tell them WHY you are starting with us & WHAT DAYS you are training. WHAT NOT TO SAY: We can help you with Your Insurance, Your Debt, Your Investments, etc. Stay away from product language.
just started? USE THIS!!! Here is the script for & your field trainer to book your first set of appointments!
Here is a text message to send to your closest relationships/contacts to introduce them to what we do AND to help you set your field training appointments! Be sure to send it in a group text with your Field Trainer!
“Hello Monica I hope all is well. I am so excited! I was just hired at one of the fastest growing offices of a financial firm! Our Purpose is to correct an injustice regarding our community and financial literacy!
I am in the licensing process, and a as a part of my training, I have to observe a number of qualified appointments via zoom.
I told my trainer that you would be someone who would be willing help me with those training hours! Thank you ”
ETHOR Script for any appointment
**EXCITED, TRAINING, HELP, OPINION, REFERREAL
Hey, how you doing, Francis? How's Johnny? How's the family? Everybody's good? (Small talk- 2min or less)
Hey listen, I don't know if you follow my career at all. I know it's been a little bit since we talked, but I'm working with a financial company teaching financial literacy and I'm so excited! I'm going through some training, learning some concepts, and I really need your help. You know I value your opinion and I would love to show you what I'm doing in hopes that you can refer me to some people.
**ETHOR- I’m excited, in training. I need your help. I value your opinion and I hope that you can refer me to some people.
What is it:
It’s financial literacy. We teach the secrets of the wealthy to middle class families. By the way, have you ever heard of the Rule of 72? Let them answer. You don’t know the rule of 72? Oh we HAVE to get together! SET THE APPOINTMENT.
How to schedule any appointment (call/text)
Hey____, I need your help with something important. I just got started working part-time in financial services. I’m getting my license with the state of ______ and I need to complete 6-10 training hours with my trainer before I can take my test. Would you (if they have a spouse include them) be available on _______ or _______ at _________ am/pm to help me out?
(Grab email for Calendly!!) Thanks for helping me out!
Any Questions: “Like I said, I just got hired and need to start training. My trainer can answer all of your questions and give you details on everything I’ll be learning to do!”
SOCIAL MEDIA SCRIPT
Hi Shanice. I hope you and your family. I know we haven’t connected but I am in the process of opening an office here in the Indianapolis area. One way I’m spreading the word about my business is by reaching out to people on social media. The reason I’m reaching out is because my office is expanding, and I’m looking for people who want a new career, a side hustle, or just some extra cash. No experience is needed and you can even work from home anywhere in the U.S.! If you’re open to new work opportunities or know someone who might be, I’d love to provide some more information!
SETTING THE TIME: Always give them two options when setting times. Example: Does earlier in the week or later in the week work better for you? Okay, a Tues or Thurs? Great, which day? Tuesday perfect. Would earlier in the day work better or later afternoon evening? Great, so between 6-8pm? Great, I have a 7:15pm or 8pm, which works best? Perfect, SET IT!!