Appointment setting & Field Training

There are 2 LIFELINES in this business:

  1. BOOKING an appointment

  2. BEING ON an appointment

How to Schedule an Appointment

Tell them WHY you are starting with us & WHAT DAYS you are training this week.

WHAT TO SAY: WHAT NOT TO SAY:

I need your Help We can help you with:
I am in Training Your Insurance
I need about 30 Minutes Your Debt
Show you what I am Learning Your Investments

You just started? Here is the script for your field trainer to book your first set of appointments!

Recruit: Hey____, I need your help with something important. I just got started working part-time in financial services. I’m getting my license with the state/province and I need to complete 6-10 training hours with my trainer before I can take my test. I put your name down as a reference for me. My trainer will be giving you a call. Please take his/her call, okay? His/her name is ______________________. [RVP/Field Trainer name]

[Wait for answer, then say] Thanks! Talk to you later!

HOw to schedule aNY appointment

Hi __! The Reason I am reaching out is that I just got started with a Company that is expanding and opening new offices. We are doing some incredible things teaching people about money & business & I am excited because it is going to give me the chance to __________. I want to get together so I can show you some of the things I have been learning plus it would really help me with my training. Will you and (spouse if they have one) be willing to help me out for about 20 - 30 Minutes? LET THEM ANSWER.

Great! We will get together virtually on Zoom. I am training on _________ or _________, which one of those days would be better for us to get together?

If they are hesitant to get together: I would not be asking you if it was not important to me, plus if you needed my help what would you want me to say? So which day would be better?

ETHOR Script for any appointment

Hey, how you doing, Francis? How's Johnny? How's the family? Everybody's good? (Small talk- 2min or less)

Hey listen, I don't know if you follow my career at all. I know it's been a little bit since we talked, but I'm working with a financial company teaching financial literacy and I'm so excited! I'm going through some training, learning some concepts, and I really need your help. You know I value your opinion and I would love to show you what I'm doing in hopes that you can refer me to some people.

**So ETHOR- I’m excited, in training. I need your help. I value your opinion and I hope that you can refer me to some people.

What is it:

It’s financial literacy. We teach the secrets of the wealthy to middle class families. By the way, have you ever heard of the Rule of 72? Let them answer. You don’t know the rule of 72? Oh we HAVE to get together! SET THE APPOINTMENT.

How to schedule a recruiting appointment

Hey ____________, the reason I am reaching out is because I just partnered with a Company that is expanding and I want you to come work with me. I know that you have been wanting to______________, and I want to show you some of the things I have been Learning and what we do. I really think that it can help you _______________. Even if you are not interested you may know someone who would be a good fit to help with our Expansion.

What is it:

It is a financial company that helps people make & save money, and it is giving me the opportunity to ____________. I am sure that you will see the same things I did when I first started.

SOCIAL MEDIA SCRIPT

Hi Shanice. I hope you and your family. I know we haven’t connected but I am in the process of opening a new office here in the Indianapolis area. One way I’m spreading the word about my business is by reaching out to people on social media. The reason I’m reaching out is because my office is expanding, and I’m looking for people who want a new career, a side hustle, or just some extra cash. No experience is needed and you can even work from home anywhere in the U.S.! If you’re open to new work opportunities or know someone who might be, I’d love to provide some more information!

SETTING THE TIME: Always give them two options when setting times. Example: Does earlier in the week or later in the week work better for you? Okay, a Tues or Thurs? Great, which day? Tuesday perfect. Would earlier in the day work better or later afternoon evening? Great, so between 6-8pm? Great, I have a 7:15pm or 8pm, which works best? Perfect, SET IT!!