[[GETTING_STARTED]]



HELLO: Hi [CONTACT], this is [REP] with [COMPANY].



TIME: Did I catch you at an okay time?



THANKS: Perfect.



I'll only take a minute.



[[WHY_IM_CALLING]]



REASON: The reason I'm calling is we're inviting people in [SERVICE_AREA] to schedule a [OFFER].



EXPECTATION: I'm not the advisor, and I'm not calling to recommend investments or insurance over the phone. 

My job is simply to see whether introducing you to [ADVISOR] would be worthwhile.



[[THE_CONVERSATION]]



OPEN: Out of curiosity...

How much thought have you given to retirement planning lately?



LISTEN: (Allow the prospect to answer.)



RELATE: That makes sense. Everyone's situation is different.



TOPICS: Some people come in to talk about [TOPIC_1].

Others are more interested in [TOPIC_2], [TOPIC_3], or simply getting a second opinion.



QUESTION: Do any of those sound like something you'd like to learn more about?



[[THE_INVITATION]]



WHY: That's exactly why we offer the [OFFER].



ASK: Would you be opposed to spending about [APPOINTMENT_LENGTH] with [ADVISOR] just to see whether they have any ideas that could benefit you?



DAY: Would [DAY1] or [DAY2] usually work better?



TIME: Are mornings or afternoons generally easier?



CONFIRM: Perfect. You're scheduled for **[DATE]** at **[TIME]**.

You'll receive your [CONFIRMATION_METHOD] shortly.



[[COMMON_CONCERNS]]



ADVISOR: That's great. Many of the people who meet with [ADVISOR] already have someone they work with.

Sometimes another perspective is valuable.



WAIT: I understand. Many people start these conversations long before retirement.



NO_PRESSURE: That's perfectly fine. The [OFFER] is simply an opportunity to ask questions and explore your options.

There isn't any obligation.



TIME: I understand. We can usually find a time that fits your schedule.



SPOUSE: Absolutely. We encourage everyone involved in financial decisions to attend.



CLOSE: I appreciate your time today. Have a wonderful day.