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.
Click here for bdollar smart appointment script
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!!