APPOINTMENTS ARE THE LIFELINE OF YOUR SUCCESS
scheduling Appointments is a fundamental you need to master in this business
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!
(You, field trainer, person from list all in a text thread)
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? Great that’s so good to hear! (Small talk- 2min or less)
Listen, I am SO EXCITED! I just got started working with a new company and I’m going through some training right now to get some professional licenses and I need your help. I really value your opinion, and I’d love to show you what I'm doing. I know you know some people I should be talking to.
**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.
If they ask - What is it:
It’s financial literacy. Like I said, I am in training and if I tried to explain it myself, I may just end up confusing the both of us. But please ask my trainer all the questions you have, that way I learn more!
WHEN SETTING ANY APPOINTMENT REMEMBER THIS: You are the trailer, not the movie! Set the appointment. You MUST have a DATE, TIME, and PLACE set.
SETTING THE TIME: Always give them two options when setting times (Alternate Choice). KNOW YOUR SPECIFIC TRAINING DAYS/TIME BLOCKS!
Example: I am raining on Wednesdays and Saturdays. Which day would work better? 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!!