Rate My Small Business Script

[briko3]

Mr./Ms. ________, this is _______________…I’m a local financial advisor with _______________. The reason I’m calling is I work primarily with successful small businesses and I’d like to set aside 10-20 minutes this week to come by, introduce myself, show you what we do and what our process is and see if there’s a good fit for us to work together. Would sometime this ____ or _____ work for you?


Any suggestions, or does this sound good. Alternatives that you use would also be much appreciated if you're willing to divulge

 

[somarco]

Mr./Ms. ________, this is _______________…I’m a local financial advisor with _______________. The reason I’m calling is I work primarily with successful small businesses and I’d like to set aside 10-20 minutes this week to come by, introduce myself, show you what we do and what our process is and see if there’s a good fit for us to work together. Would sometime this ____ or _____ work for you?

What is a financial advisor? The term is over-used and broad enough that is almost sounds contrived. Try some other way to describe your services.

"

The reason for my call is

" is unnecessary. Get to the point. Milo Frank's book (How to get your point across in 30 seconds) is out of print but you may find a copy on eBay. Search Amazon for similar titles.

Make each word count and learn to make your point quickly.

set aside 10-20 minutes

That is a turn off. If business owners gave every yokel who called 10+ minutes they would never get anything done and would be out of business. Ask if you can email, fax or mail something to them. A 1 - 2 page teaser piece. Or if you are going to be in the neighborhood, just ask permission to drop it off.

I can't think of any reason why I would give a cold call salesman 10 - 20 minutes of my time without first having some idea of what it was all about. People you call will feel the same way.

what our process is

Process? This can create more confusion with the consumer.

Simplify, simplify, simplify.

You have to grab them with something whiz-bang, golly gee if you want a F2F appointment.

Anything will work if you do it often enough, but if you want to maximize your efforts you need to change the way you are approaching this.

 

[carol369]

Mr./Ms. ________, this is _______________…I’m a local financial advisor with _______________. The reason I’m calling is I work primarily with successful small businesses and I’d like to set aside 10-20 minutes this week to come by, introduce myself, show you what we do and what our process is and see if there’s a good fit for us to work together. Would sometime this ____ or _____ work for you?


Any suggestions, or does this sound good. Alternatives that you use would also be much appreciated if you're willing to divulge

Sounds too much like the Aflacer's scripts.

 

[moonlightandmargaritas]

Why on earth are you cold calling in the first place?

 

[ihfusco@]

Any tips on starting a new thread? Each time I would like to post it asks me to log in!

 

[InsuranceKid]

I think it is good in principle. You just need to condense your wording to make it simpler while describing your services more effectively. For instance, you say you are a financial advisor, but you don't hint at what services that entails. Do you have any specializations in certain types of financial services? When cold calling you want to be very specific in the demographic that you want to hit. If you say you are a Personal Financial Advisor specializing in Wealth Management or in Life Insurance Analyzation or somethign like that then you will have a better chance of getting clients that want your help.

 

[somarco]

If he is too specific he will miss 95% of opportunities.

And what is wealth management? Is it just for the evil rich? Very few people consider themselves wealthy.

Life insurance analyzation is a confusing term. What is there to analyze? If I die they pay if I don't they don't.

Any pitch needs to speak to the individual in ways they can understand and relate.

This doesn't.

 

[Y.L. Prinzel]

Somarco's right, everything here is too vague. It does not speak to your client's potential needs and it talks about processes your potential client couldn't possibly care about.

Why not start by networking at local B2B events instead of cold calling? Then you develop a relationship with the business owners and can go through the process of discovery to find out what they need and talk about how you can meet the specific need.

 

[myinsurebiz]

Why on earth are you cold calling in the first place?

True that . . .

If you don't have a machine do it for ya - at least pay a hottie $10 to do it . . .

Tom

 

[InsuranceKid]

Somarco,

I was just trying to help out by throwing around some ideas for being able to target the correct group. By knowing who you are and what you are selling you are better able to market yourself, so the opportunities come to you. Yes, he may miss out on some opportunity, but in the long run he will be more effective as an advisor and will reap the benefits.