Telephone Track
Introduce
yourself and
the company
you represent
Good morning. Please may I speak to (prospect’s name)?
Good morning (prospect’s name) this is (your name) calling from Lib Support
Services and independent appointment/consultation booking service. Is this a
convenient time to speak?
Disclaimer
Before we proceed, kindly note that all calls are recorded for record and quality
purposes. We are POPI compliant. Lib Support services will not divulge any of your
personal information without your consent.
Purpose:
Explain your
reason for
calling
I am phoning on behalf of a division of Liberty Advisor partners, the Gauteng North
and West Agency. Liberty is an authorized financial services provider, FSP
number: 2409. We have been tasked with initiating contact with existing and
prospective new clients with the aim of setting a no obligation
appointments/consultations for our highly skilled and trained financial advisors.
Offering
As part of the adviser’s service offering, a comprehensive financial needs analysis
will be made available in order to determine if there are any gaps or shortfalls in
your current financial status. Please note that this only applies to long term
insurance and is not in any way related to banking services. The services include
but are not limited to Retirement, Savings, Risk, Estate planning as well as Wills
drafting.
Kindly confirm that you would like to engage.
In addition, please confirm a convenient time and date and we will ensure that we
have a financial advisor available.
Confirm
booking
Possible
objection
Reply 1
Re- Affirm
booking
End call
Possible
objection
Reply 2
Not now
Do you know that without proper financial planning the future tends to be much
more uncertain? The aim is to create peace of mind.
All that we require is 30 min of your time to ensure a disastrous state of affairs
does not apply to you or your loved ones.
For clarity sake, you have confirmed that you do wish to meet a financial advisor
on (date) at (time). One of our financial advisors will be in contact with you.
Thank you for taking my call. It was a pleasure speaking with you.
I have an advisor
May I ask you one question regarding your reviews
Are you aware that it is a shared responsibility between client and advisor to
ensure that client reviews are done annually? This ensures that you stay abreast
of you and your family's needs. The unfortunate reality is that life happens so
quickly and more often than not we struggle to keep up. Again, it is a shared
responsibility. Over and above this, just like when we have a medical condition,
it is always a good idea to seek a second opinion