Rate My Small Business Script

I like the phrase ,when someone asks me what I do for a living," I help people think about their money and what they want it to do for them"
 
OK, here's the updated version. Good, bad, ugly?

Mr. ________, this is ________with _______. (Pause and let them respond) Do you have a minute for me to explain why I’m calling? Thank you.

I work with successful small businesses on the specific challenges that owners like you face, like how to pass your business on tax efficiently if something happens to you or keep it running if you face a medical crisis.

I also help busy owners navigate the world of benefits, retirement and insurance planning so they can concentrate on growing their business, not on what new tax law might affect their situation.

I’d like the opportunity to come by, introduce myself, and talk to you a little bit about your business and where you see yourself in the future to see if it would make sense for us to work together. Would sometime this ____ or _____ work for you?
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No more help?
 
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