Hey folks, I have the opportunity to market to the client base of a P&C agent I've become friends with. He has over 800 clients, and he hates selling Life and DI due to the underwriting hassle. He and I will split any Life, DI or Fixed Annuity business, and any investment business is 100% mine. He has sent out an email blast to his clients explaining that I'll be calling them. Below is the script I've put together that I'd like some feedback on. I just use bullet points vs full script.
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• The reason for the call, while Joe's worked hard to help you manage your property risks, he wanted to make sure that your other financial risks aren’t forgotten, so we’ve teamed up to offer that to his clients. I’m a Financial Advisor with The John Doe Group.
• All we’d like is the opportunity to visit with you so you can see the kind of work we do. We help answer questions like “will we have enough money to retire the way we want?”, “Are we paying too much in expenses on our investments?”, “Are we taking too much risk with our investments?”, “What will happen to our finances if one of us can’t work?”, and “How can we keep from losing what we have to a Nursing Home or the Government if we need LTC?”.
• With that in mind, are mornings or evenings better for you?
(If they say I already have someone)
• I don’t doubt that you already work with someone, virtually everyone I meet with already has an advisor. About 1/3 of those folks DO tend to have everything taken care of and we let them know that, and they’re thrilled to hear it. The second 1/3 we’re able to at least give some information that has a positive impact on them, and the last 1/3 usually have several areas that haven’t been addressed, or they’re not getting the service they deserve, even though they have someone they’re already working with.
• With that in mind, are mornings or evenings better for you?
____________________________________________________________
• The reason for the call, while Joe's worked hard to help you manage your property risks, he wanted to make sure that your other financial risks aren’t forgotten, so we’ve teamed up to offer that to his clients. I’m a Financial Advisor with The John Doe Group.
• All we’d like is the opportunity to visit with you so you can see the kind of work we do. We help answer questions like “will we have enough money to retire the way we want?”, “Are we paying too much in expenses on our investments?”, “Are we taking too much risk with our investments?”, “What will happen to our finances if one of us can’t work?”, and “How can we keep from losing what we have to a Nursing Home or the Government if we need LTC?”.
• With that in mind, are mornings or evenings better for you?
(If they say I already have someone)
• I don’t doubt that you already work with someone, virtually everyone I meet with already has an advisor. About 1/3 of those folks DO tend to have everything taken care of and we let them know that, and they’re thrilled to hear it. The second 1/3 we’re able to at least give some information that has a positive impact on them, and the last 1/3 usually have several areas that haven’t been addressed, or they’re not getting the service they deserve, even though they have someone they’re already working with.
• With that in mind, are mornings or evenings better for you?