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Prospecting Script for Financial Advisors Made Easy

Prospecting Script for Financial Advisors Made Easy

Making effective prospecting calls without a canned script today is so much easier for financial advisors than in the past. You are probably thinking “How can she say that?”  But it’s true. 

In the past you needed to create a script that was filled with professional language promoting yourself and your practice, in many cases it was a mouthful,  something you had to memorize.  It was impersonal and difficult to get through. 

Today all you have to do is talk.

Prospects are tired of the canned presentations, heck you might as well hire a calling machine if that’s all you are going to do.

What prospects want is a live, warm blooded, breathing individual who is calling to add value to their life with more interest in learning about the prospect than promoting a product. 

The process is really easy, especially when you approach the call as if you are calling a good friend.

Prospecting Script for Financial Advisors Made Easy:

Hey John, how is the new house?

I know we haven’t talked in a while but I wanted to reach out and just get your take on the market.  I have been receiving a number of referrals and investors are really struggling with this volatility so I decided to reach out to all my friends and family to make sure they were doing ok.

How are you handling this volatility?

How has it impacted your financial life?

What adjustments have you made to accommodate your needs?

You know John, based on just this brief conversation I know there are some things you could be doing that would ease your mind, better protect your assets and give you a better idea as to your long term progress.

You know I found it kind of ironic that I am helping so many who come to me as strangers and yet I have left my family and friends to fend for themselves.

I certainly don’t want to push you but wanted you to know that I’m here and would be happy to help or just give you a second opinion.

How can I best help you?


Your role on this call is NOT to educate, this is not when you sell an idea or a product.

Your job is to ask good open ended questions and to really listen, listen for one or two issues that are creating anxiety in the prospect. 

This is what all financial advisors should focus on:

  1. Acknowledging your client’s feelings,
  2. Substantiate your concerns regarding their situation.
  3. Letting them know you have the solutions.  

They key is to make it personal and just be yourself. 

Ready to reignite business growth & create an extraordinary life, your way?

Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

Is your office decorated in a way that women love?

Do you communicate in a way that women understand?

Are you getting enough referrals from women in your database?

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

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Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×
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