Financial Advisor Cold Call Example

This is a Financial Advisor Cold Call Example with analysis and a recommended cold call script. Having an example to listen to where you hear a real cold call can be a great teaching tool on what to do and what not do if you are a financial advisor.
0:00 - Cold Call Example
2:05 - Analysis and Feedback
8:12 - Recommended Cold Call Script
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#financialadvisor #financialadvisorcoldcall #financialadvisorcoldcallexample #coldcallforafinancialadvisor

[@SalesScripter]

If you like this call example video, we have many others of these and here is a playlist where we have all of those posted - ruclips.net/p/PLoUVJsDQgZIKPUFl_Tcrit4WAwwaqnahf

[@amirbabb3313]

When the customer said I’m not looking to change. The advisor could have said. ( I totally understand Michael I’m not asking you to change and honestly I don’t think making a change would be in your best interest because I don’t know exactly what XYZ company is doing for you. But if you are willing to tell me what XYZ company is doing for you and I can show you what the company I represent can do better to maximize your experience would you be oppose to that?). Now you just spark curiosity. But it’s still 50/50 but at-least your chances are better than the way he handled it.

[@safaeelmeskine7007]

Thank you for those smart advices !

[@clarkdupree8155]

thank you

[@MichellePavel]

Geeat advice, thank you. I am going to get my new hire sales people to go through your course and use your software when the time is right 😁

[@nelsonnazon2314]

Great video !

[@masterjikipathshala844]

Awesome content to improve productivity

[@andrewmaxion7834]

Very Informative

[@samsoubra8780]

Love it!

[@TuskBlancoTheGreat]

Awesome content. Subscribed

[@FarmAnimalsShowNZ]

Thank you.

[@mrmarkwoo]

10/10
As always.

[@RyanMillerFit]

Just kicking off a financial coaching business, so.....sub'd!

[@faarao75]

I like these examples of cold-caller very much. Maybe Sales Scripter could "certify" a company with this process. The cold-calls I am receiving are rarely (extremely) good and are few and far between. Very professional and down to earth make-sense content. A++

[@SalesScripter]

Glad you find these videos helpful! Yes, we do work with companies to train their salespeople on our SMART Sales System methodology. Thanks for sharing your feedback!

[@tomchildreythecreditcardgu5582]

Great video and analysis and recommended cold call script

[@Elliot-Laplante]

Thanks you feel lost today!

[@SeecretWeapon]

CLICK!

[@matthewmorse9786]

Just some advice, preface in the beginning of the video that the first call is what NOT to do before actually playing the call. I guarantee you lost a lot of views b/c people thought that was your example of a good call.

[@ezragonzalez8936]

that is pure Cringe this would be a 5 second hang up!

[@scottsanchez6027]

WOW - this guy is NOT good at all

[@retiredbroker]

exactly

[@almichaelshefer2232]

I suspect that this was this youngin first week on the phones.

[@SalesScripter]

Actually, this salesperson continued to follow up with about 5 follow-up calls over a period of more than a year and it was the exact same and never got better. I don't think it was nerves or lack of experience - it was a lack of an approach or methodology.