APPOINTMENTS ARE THE LIFELINE OF YOUR SUCCESS
How to Schedule an Appointment
Tell them WHY you are starting with us & WHAT DAYS you are training this week.
WHAT TO SAY: WHAT NOT TO SAY:
I need your Help We can help you with:
I am in Training Your Insurance
I need about 30 Minutes Your Debt
Show you what I am Learning/ Your Investments
Practice a presentation
You just started? Here is the script for your field trainer to book your first set of appointments!
Recruit: 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/province and I need to complete 6-10 training hours with my trainer before I can take my test. I put your name down as a reference for me. My trainer will be giving you a call. Please take his/her call, okay? His/her name is ______________________. [RVP/Field Trainer name]
[Wait for answer, then say] Thanks! Talk to you later!
HOw to schedule aNY appointment
Hi __! I WAS CALLING TO ASK YOU FOR A FAVOR. I AM STARTING WITH A NEW COMPANY. I AM IN THE PROCESS OF OBTAINING MY FINANCE LICENSES. I NEED TO PRACTICE A 30-MINUTE PRESENTATION. COULD YOU AND YOUR HUSBAND/ WIFE DO ME THAT FAVOR?
Great! We will get together virtually on Zoom. I am training on _________ or _________, which one of those days would be better for us to get together?
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!”
ETHOR Script for any appointment
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.
**So 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 an appointment via 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 a new 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!!