Financial Advisor Cold Call Example

This is a Financial Advisor Cold Call Example with analysis and a recommended cold call script. Having an example to listen to where you hear a real cold call can be a great teaching tool on what to do and what not do if you are a financial advisor.

0:00 - Cold Call Example
2:05 - Analysis and Feedback
8:12 - Recommended Cold Call Script

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#financialadvisor #financialadvisorcoldcall #financialadvisorcoldcallexample #coldcallforafinancialadvisor

[amirbabb]

When the customer said I’m not looking to change. The advisor could have said. ( I totally understand Michael I’m not asking you to change and honestly I don’t think making a change would be in your best interest because I don’t know exactly what XYZ company is doing for you. But if you are willing to tell me what XYZ company is doing for you and I can show you what the company I represent can do better to maximize your experience would you be oppose to that?). Now you just spark curiosity. But it’s still 50/50 but at-least your chances are better than the way he handled it.

[faarao]

I like these examples of cold-caller very much. Maybe Sales Scripter could "certify" a company with this process. The cold-calls I am receiving are rarely (extremely) good and are few and far between. Very professional and down to earth make-sense content. A++

[RyanMillerFit]

Just kicking off a financial coaching business,

[MichellePavel]

Geeat advice, thank you. I am going to get my new hire sales people to go through your course and use your software when the time is right 😁

[tomchildreythecreditcardgu]

Great video and analysis and recommended cold call script

[masterjikipathshala]

Awesome content to improve productivity

[matthewmorse]

Just some advice, preface in the beginning of the video that the first call is what NOT to do before actually playing the call. I guarantee you lost a lot of views b/c people thought that was your example of a good call.

[ezragonzalez]

that is pure Cringe this would be a 5 second hang up!

[almichaelshefer]

I suspect that this was this youngin first week on the phones.