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Anyone knows about the base for chase PCA?
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Best technology to use that LPL has?
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My script is this, Hi is this John Doe? John Doe, this is Darlington at Morgan Stanley. Did I catch you at a bad time?(wait for response)Ok great, The reason for my call is I'm wealth advisor who provides tailored wealth solutions for corporate executives like you by managing both sides of the balance sheet. I'd like to email you a snap shot of the areas we're focusing on for our clients?Are you ok with that ?They say yes and send some research material or something general about the market and then schedule another day to follow up.
Good that your dials are getting better. Are you talking quantity, or quality? Or both? Are you getting more positive responses? What are you saying on the first call, and what exactly is happening, that gets them on the list for a follow up call? The questions depend partly on what you learned about them on the first call, so share that with us.I always found the follow up call to be harder in a sense than the cold call. On the follow up call, its a different kind of hard. Instead of the phone being heavy, and hard to dial, you are dealing with the pressure of having to make something happen.The ultimate question that you have to ask on the second call is something like "I'm wide open next Tuesday and the following Wednesday? What works best for you, so we can get something on the calendar
1. Don't ask them if you caught them at a bad time.2.During the first call after you get perm to email them tell them you will follow up in a few days to see if some of the things you sent them would fit into their investment plan.3.On the second call tell them you are calling to follow up on what you sent them and ask them when would be a good time to get together to discuss what you sent them and show them your capabilities.I have time on Tuesday at xx or Wed at xx. Which is best for you? and then shut up
I've been successful keeping it generic. I would like to set an appointment to introduce myself and see how I might be able to help.