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| financial advisor cold call script: The SMART Sales System Michael Halper, 2020-02-27 The SMART Sales System is designed to increase your sales by helping you to improve the most powerful sales tool you have - the words you say when talking with prospects. SMART stands for Sales Messaging and Response Tactics and with that, the system provides clarity for what to say and do during every step of the sales process. The SMART Sales System is unlike all other sales training books and programs in that it is an actual system that you can implement that will tell you exactly what to do (and not do) and what to say (and not say) in all of the common sales prospecting situations you will find yourself in. It does this by providing sales scripts, email templates, questions to ask, objection responses, voicemail scripts, and more. Not only will implementing the system increase your sales, it will also make selling easier, less stressful, and more fun. |
| financial advisor cold call script: Hot Prospects Bill Good, 2008-08-12 Updates the principles in the author's Prospecting Your Way to Sales Success to counsel salespeople on how to identify good prospects in an area where telemarketing is prohibited, sharing strategies that incorporate modern media and technology. 35,000 first printing. |
| financial advisor cold call script: Let's Get Real or Let's Not Play Mahan Khalsa, Randy Illig, 2008-10-30 The new way to transform a sales culture with clarity, authenticity, and emotional intelligence Too often, the sales process is all about fear. Customers are afraid that they will be talked into making a mistake; salespeople dread being unable to close the deal and make their quotas. No one is happy. Mahan Khalsa and Randy Illig offer a better way. Salespeople, they argue, do best when they focus 100 percent on helping clients succeed. When customers are successful, both buyer and seller win. When they aren't, both lose. It's no longer sufficient to get clients to buy; a salesperson must also help the client reduce costs, increase revenues, and improve productivity, quality, and customer satisfaction. Elevate your career with this essential guide for sales professionals and entrepreneurs alike. |
| financial advisor cold call script: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| financial advisor cold call script: Ask a Manager Alison Green, 2018-05-01 From the creator of the popular website Ask a Manager and New York’s work-advice columnist comes a witty, practical guide to 200 difficult professional conversations—featuring all-new advice! There’s a reason Alison Green has been called “the Dear Abby of the work world.” Ten years as a workplace-advice columnist have taught her that people avoid awkward conversations in the office because they simply don’t know what to say. Thankfully, Green does—and in this incredibly helpful book, she tackles the tough discussions you may need to have during your career. You’ll learn what to say when • coworkers push their work on you—then take credit for it • you accidentally trash-talk someone in an email then hit “reply all” • you’re being micromanaged—or not being managed at all • you catch a colleague in a lie • your boss seems unhappy with your work • your cubemate’s loud speakerphone is making you homicidal • you got drunk at the holiday party Praise for Ask a Manager “A must-read for anyone who works . . . [Alison Green’s] advice boils down to the idea that you should be professional (even when others are not) and that communicating in a straightforward manner with candor and kindness will get you far, no matter where you work.”—Booklist (starred review) “The author’s friendly, warm, no-nonsense writing is a pleasure to read, and her advice can be widely applied to relationships in all areas of readers’ lives. Ideal for anyone new to the job market or new to management, or anyone hoping to improve their work experience.”—Library Journal (starred review) “I am a huge fan of Alison Green’s Ask a Manager column. This book is even better. It teaches us how to deal with many of the most vexing big and little problems in our workplaces—and to do so with grace, confidence, and a sense of humor.”—Robert Sutton, Stanford professor and author of The No Asshole Rule and The Asshole Survival Guide “Ask a Manager is the ultimate playbook for navigating the traditional workforce in a diplomatic but firm way.”—Erin Lowry, author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together |
| financial advisor cold call script: The Psychology of Call Reluctance George W. Dudley, Shannon L. Goodson, 1986 |
| financial advisor cold call script: Power Phone Scripts Mike Brooks, 2017-06-26 Start closing sales like top producers! Have you ever found yourself at a loss for what to say when the gatekeeper asks you what your call is about? Have your palms ever sweated when the decision maker shuts you down with: “I wouldn’t be interested”? Has your heart taken a fast dive into your stomach when, at the start of your presentation, your prospect tells you that they’ve thought about it and are just going to pass? If you’re in sales, then the question isn’t “Have you ever felt this way?”, but rather, “How often do you feel this way? Are you finally ready to learn how to confidently and effectively overcome these objections, stalls, and blow-offs? If so, Power Phone Scripts was written for you! Unlike other books on sales that tell you what you should do (like build value – hard to do when the prospect is hanging up on you!), Power Phone Scripts provides word-for-word scripts, phrases, questions, and comebacks that you can use on your very next call. Learn to overcome resistance, get through to the decision maker, and then, once you have him or her on the phone, make an instant connection and earn the right to have a meaningful conversation. You’ll be equipped with proven questions, conversation starters, and techniques to learn whether or not they are even right for your product or service, and, if they aren’t, who else in their company or another department might be. Power Phone Scripts is the sales manual you’ve been looking for: over 500 proven, current, and non-salesy phrases, rebuttals, questions, and conversation openers that will instantly make you sound more confident – just like the top producing sales pros do right now. Gone will be your call reluctance; gone will be your fear of calling prospects back for presentations and demos; gone will be the fear of asking for the sale at the end of your pitch! This practical guide is filled with effective scripts for prospecting, emailing, voice mails, closes, and tons of rebuttals to recurring objections you get like: “It costs too much” “We already have a vendor for that” “I’m going to need to think about it” “I need to talk to the boss or committee” and so many others... More than just phone scripts, this book provides practical, comprehensive guidance that every inside sales rep needs. Conquer concerns, provide answers, motivate action, and be the conduit between your prospect’s problems and your solution. Actionable, fun, and designed to work within the current sales environment, this invaluable guide is your ticket to the top of the leader board. With Power Phone Scripts, you will never be at a loss of what to say to a prospect or client. Communication is everything in sales, and being on top of your game is no longer enough when top producers are playing a different game altogether. You cannot achieve winning stats if you're not even on the field. If you're ready to join the big league, Power Phone Scripts is the playbook you need to win at inside sales. |
| financial advisor cold call script: Fanatical Prospecting Jeb Blount, 2015-09-29 Ditch the failed sales tactics, fill your pipeline, and crush your number With over 500,000 copies sold Fanatical Prospecting gives salespeople, sales leaders, entrepreneurs, and executives a practical, eye-opening guide that clearly explains the why and how behind the most important activity in sales and business development—prospecting. The brutal fact is the number one reason for failure in sales is an empty pipe and the root cause of an empty pipeline is the failure to consistently prospect. By ignoring the muscle of prospecting, many otherwise competent salespeople and sales organizations consistently underperform. Step by step, Jeb Blount outlines his innovative approach to prospecting that works for real people, in the real world, with real prospects. Learn how to keep the pipeline full of qualified opportunities and avoid debilitating sales slumps by leveraging a balanced prospecting methodology across multiple prospecting channels. This book reveals the secrets, techniques, and tips of top earners. You’ll learn: Why the 30-Day Rule is critical for keeping the pipeline full Why understanding the Law of Replacement is the key to avoiding sales slumps How to leverage the Law of Familiarity to reduce prospecting friction and avoid rejection The 5 C’s of Social Selling and how to use them to get prospects to call you How to use the simple 5 Step Telephone Framework to get more appointments fast How to double call backs with a powerful voice mail technique How to leverage the powerful 4 Step Email Prospecting Framework to create emails that compel prospects to respond How to get text working for you with the 7 Step Text Message Prospecting Framework And there is so much more! Fanatical Prospecting is filled with the high-powered strategies, techniques, and tools you need to fill your pipeline with high quality opportunities. In the most comprehensive book ever written about sales prospecting, Jeb Blount reveals the real secret to improving sales productivity and growing your income fast. You’ll gain the power to blow through resistance and objections, gain more appointments, start more sales conversations, and close more sales. Break free from the fear and frustration that is holding you and your team back from effective and consistent prospecting. It's time to get off the feast or famine sales roller-coaster for good! |
| financial advisor cold call script: How to Sell Anything to Anybody Joe Girard, 2006-02-07 Joe Girard was an example of a young man with perseverance and determination. Joe began his working career as a shoeshine boy. He moved on to be a newsboy for the Detroit Free Press at nine years old, then a dishwasher, a delivery boy, stove assembler, and home building contractor. He was thrown out of high school, fired from more than forty jobs, and lasted only ninety-seven days in the U.S. Army. Some said that Joe was doomed for failure. He proved them wrong. When Joe started his job as a salesman with a Chevrolet agency in Eastpointe, Michigan, he finally found his niche. Before leaving Chevrolet, Joe sold enough cars to put him in the Guinness Book of World Records as 'the world's greatest salesman' for twelve consecutive years. Here, he shares his winning techniques in this step-by-step book, including how to: o Read a customer like a book and keep that customer for life o Convince people reluctant to buy by selling them the right way o Develop priceless information from a two-minute phone call o Make word-of-mouth your most successful tool Informative, entertaining, and inspiring, HOW TO SELL ANYTHING TO ANYBODY is a timeless classic and an indispensable tool for anyone new to the sales market. |
| financial advisor cold call script: Way of the Wolf Jordan Belfort, 2017-09-26 Jordan Belfort—immortalized by Leonardo DiCaprio in the hit movie The Wolf of Wall Street—reveals the step-by-step sales and persuasion system proven to turn anyone into a sales-closing, money-earning rock star. For the first time ever, Jordan Belfort opens his playbook and gives you access to his exclusive step-by-step system—the same system he used to create massive wealth for himself, his clients, and his sales teams. Until now this revolutionary program was only available through Jordan’s $1,997 online training. Now, in Way of the Wolf, Belfort is ready to unleash the power of persuasion to a whole new generation, revealing how anyone can bounce back from devastating setbacks, master the art of persuasion, and build wealth. Every technique, every strategy, and every tip has been tested and proven to work in real-life situations. Written in his own inimitable voice, Way of the Wolf cracks the code on how to persuade anyone to do anything, and coaches readers—regardless of age, education, or skill level—to be a master sales person, negotiator, closer, entrepreneur, or speaker. |
| financial advisor cold call script: Lead Generation for the Complex Sale: Boost the Quality and Quantity of Leads to Increase Your ROI Brian Carroll, 2010-06-08 Lead Generation for the Complex Sale arms you with a sophisticated multimodal approach to generating highly profitable leads. Brian Carroll, CEO of InTouch Incorporated and expert in lead generation solutions, reveals key strategies that you can implement immediately to win new customers, accelerate growth, and improve your sales performance. You'll start by defining your ideal leads and targeting your ideal customer. Then, you'll construct your lead generation plan, a crucial step to staying ahead of your competition long-term. To help you put your plan into action, Carroll guides you step by step to: Align sales and marketing efforts to optimize the number of leads Use multiple lead generation vehicles, including e-mail, referrals, public relations, speaking events, webinars, and more Create value for the prospective customer throughout the buying process Manage a large group of leads without feeling overwhelmed Identify and prioritize your best prospects Increase the percentage of leads who become profitable customers Avoid lulls in the sales cycle With Lead Generation for the Complex Sale you'll learn how to target prospects early in the buying process and make the most efficient use of sales productivity and marketing resources. |
| financial advisor cold call script: The Psychology of Selling Brian Tracy, 2006-06-20 Double and triple your sales--in any market. The purpose of this book is to give you a series of ideas, methods, strategies, and techniques that you can use immediately to make more sales, faster and easier than ever before. It's a promise of prosperity that sales guru Brian Tracy has seen fulfilled again and again. More sales people have become millionaires as a result of listening to and applying his ideas than from any other sales training process ever developed. |
| financial advisor cold call script: The Mom Test Rob Fitzpatrick, 2013-10-09 The Mom Test is a quick, practical guide that will save you time, money, and heartbreak. They say you shouldn't ask your mom whether your business is a good idea, because she loves you and will lie to you. This is technically true, but it misses the point. You shouldn't ask anyone if your business is a good idea. It's a bad question and everyone will lie to you at least a little . As a matter of fact, it's not their responsibility to tell you the truth. It's your responsibility to find it and it's worth doing right . Talking to customers is one of the foundational skills of both Customer Development and Lean Startup. We all know we're supposed to do it, but nobody seems willing to admit that it's easy to screw up and hard to do right. This book is going to show you how customer conversations go wrong and how you can do better. |
| financial advisor cold call script: Lean B2B Étienne Garbugli, 2022-03-22 Get from Idea to Product/Market Fit in B2B. The world has changed. Nowadays, there are more companies building B2B products than there’s ever been. Products are entering organizations top-down, middle-out, and bottom-up. Teams and managers control their budgets. Buyers have become savvier and more impatient. The case for the value of new innovations no longer needs to be made. Technology products get hired, and fired faster than ever before. The challenges have moved from building and validating products to gaining adoption in increasingly crowded and fragmented markets. This, requires a new playbook. The second edition of Lean B2B is the result of years of research into B2B entrepreneurship. It builds off the unique Lean B2B Methodology, which has already helped thousands of entrepreneurs and innovators around the world build successful businesses. In this new edition, you’ll learn: - Why companies seek out new products, and why they agree to buy from unproven vendors like startups - How to find early adopters, establish your credibility, and convince business stakeholders to work with you - What type of opportunities can increase the likelihood of building a product that finds adoption in businesses - How to learn from stakeholders, identify a great opportunity, and create a compelling value proposition - How to get initial validation, create a minimum viable product, and iterate until you're able to find product/market fit This second edition of Lean B2B will show you how to build the products that businesses need, want, buy, and adopt. |
| financial advisor cold call script: How I Invest My Money Brian Portnoy, Joshua Brown, 2020-11-17 The world of investing normally sees experts telling us the 'right' way to manage our money. How often do these experts pull back the curtain and tell us how they invest their own money? Never. How I Invest My Money changes that. In this unprecedented collection, 25 financial experts share how they navigate markets with their own capital. In this honest rendering of how they invest, save, spend, give, and borrow, this group of portfolio managers, financial advisors, venture capitalists and other experts detail the 'how' and the 'why' of their investments. They share stories about their childhood, their families, the struggles they face and the aspirations they hold. Sometimes raw, always revealing, these stories detail the indelible relationship between our money and our values. Taken as a whole, these essays powerfully demonstrate that there is no single 'right' way to save, spend, and invest. We see a kaleidoscope of perspectives on stocks, bonds, real assets, funds, charity, and other means of achieving the life one desires. With engaging illustrations throughout by Carl Richards, How I Invest My Money inspires readers to think creatively about their financial decisions and how money figures in the broader quest for a contented life. With contributions from: Morgan Housel, Christine Benz, Brian Portnoy, Joshua Brown, Bob Seawright, Carolyn McClanahan, Tyrone Ross, Dasarte Yarnway, Nina O'Neal, Debbie Freeman, Shirl Penney, Ted Seides, Ashby Daniels, Blair duQuesnay, Leighann Miko, Perth Tolle, Josh Rogers, Jenny Harrington, Mike Underhill, Dan Egan, Howard Lindzon, Ryan Krueger, Lazetta Rainey Braxton, Rita Cheng, Alex Chalekian |
| financial advisor cold call script: Flip the Script Oren Klaff, 2019-08-13 THE BESTSELLING AUTHOR OF PITCH ANYTHING IS BACK TO FLIP YOUR ENTIRE APPROACH TO PERSUASION. Is there anything worse than a high-pressure salesperson pushing you to say yes (then sign on the dotted line) before you're ready? If there's one lesson Oren Klaff has learned over decades of pitching, presenting, and closing long-shot, high-stakes deals, it's that people are sick of being marketed and sold to. Most of all, they hate being told what to think. The more you push them, the more they resist. What people love, however, is coming up with a great idea on their own, even if it's the idea you were guiding them to have all along. Often, the only way to get someone to sign is to make them feel like they're smarter than you. That's why Oren is throwing out the old playbook on persuasion. Instead, he'll show you a new approach that works on this simple insight: Everyone trusts their own ideas. If, rather than pushing your idea on your buyer, you can guide them to discover it on their own, they'll believe it, trust it, and get excited about it. Then they'll buy in and feel good about the chance to work with you. That might sound easier said than done, but Oren has taught thousands of people how to do it with a series of simple steps that anyone can follow in any situation. And as you'll see in this book, Oren has been in a lot of different situations. He'll show you how he got a billionaire to take him seriously, how he got a venture capital firm to cough up capital, and how he made a skeptical Swiss banker see him as an expert in banking. He'll even show you how to become so compelling that buyers are even more attracted to you than to your product. These days, it's not enough to make a great pitch. To get attention, create trust, and close the deal, you need to flip the script. |
| financial advisor cold call script: The Financial Wisdom of Ebeneezer Scrooge Ted Klontz, Rick Kahler, Brad Klontz, 2021-11-09 The Money Book That's Making a Buzz … The Today Show, Naomi Judd's New Morning, Dr. Laura, NPR, The Wall St. Journal The Money Book That's Making a Buzz … The Today Show, Naomi Judd's New Morning, Dr. Laura, NPR, The Wall St. Journal The process changed the way I look at everything—my own life, my relationships with others, and my understanding of the world. That is how Wynonna Judd described her work with coauthors Ted and Brad Klontz, using the principles outlined in The Financial Wisdom of Ebenezer Scrooge. As the United States braces for an economic crash, the time-tested Financial Wisdom of Ebenezer Scrooge will help anyone stand on solid financial footing, securing prosperity for themselves and a healthy financial legacy for their family. Almost universally—regardless of income bracket or upbringing—people suffer from the same money affliction, and the real problem isn't money at all. The real problem—and the one that is overlooked in financial planning seminars and glossed over in other wealth-building books—is the relationship people have with their money. For the first time in paperback comes the breakthrough method from noted psychologists Ted and Brad Klontz and financial planner Rick Kahler, which The Wall Street Journal hailed as innovative, combining experiential therapy with nuts-and-bolts financial planning. Their proven method, which was publicized in the American Psychological Association magazine, helps people recognize their dysfunctional mind-sets about money. Mind-sets like It's not nice to talk about money, I'll never have enough money to be secure, I deserve to spend money, and If you are good, the universe will give you what you need. By culling timeless truths from the classic Dickens's tale and combining them with sound financial and psychological principles, the authors give anyone the tools they need to transform their relationship with money and break through their barriers to wealth and financial freedom. |
| financial advisor cold call script: Advice That Sticks Moira Somers, 2018-02-28 The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum. |
| financial advisor cold call script: The Entrepreneur's Guide to Customer Development Brant Cooper, Patrick Vlaskovits, 2010 Presents a framework for starting and building new businesses based on the authors' insight that most startups fail because they didn't develop their market. Based on Steve Blank's 2005 book 'The four steps to the Epiphany', this non-fiction novella aims to help readers to develop customer development. |
| financial advisor cold call script: Trust-Based Selling (PB) Charles H. Green, 2005-12-08 Sales based on trust are uniquely powerful. Learn from Charles Green, co-author of the bestseller The Trusted Advisor how to deserve and, therefore, earn a buyer’s trust. Buyers prefer to buy from people they trust. However, salespeople are often mistrusted. Trust-Based Selling shows how trust between buyer and seller is created and explains how both sides benefit from it. Heavy with practical examples and suggestions, the book reveals why trust goes hand-in-hand with profit; how trust differentiates you from other sellers; and how to create trust in negotiations, closings, and when answering the six toughest sales questions. Trust-Based Selling is a must for anyone in sales, is especially invaluable for sellers of complex, intangible services. |
| financial advisor cold call script: Serious Money Richard A. Ferri, 1999 Does your stockbroker look out for your best interest? Not likely, says author Rick Ferri. In his hard-hitting books, Ferri reveals Wall Streets darkest secret: most stockbrokers and financial advisors are not investment wizards out to make you rich, but rather peddlers of expensive investment products designed to make money from you, not for you. Ferri exposes the dubious sales practices of brokers and other financial consultants and explains why many of their recommendations are doomed to fail. He then provides clear and useful advice that readers can use to turn what they earn into a secure financial future. |
| financial advisor cold call script: Work by Referral Live the Good Life Brian Buffini, Joe Niego, 2008-07-25 |
| financial advisor cold call script: Broke Millennial Erin Lowry, 2017-05-02 WASHINGTON POST “COLOR OF MONEY” BOOK CLUB PICK Stop Living Paycheck to Paycheck and Get Your Financial Life Together (#GYFLT)! If you’re a cash-strapped 20- or 30-something, it’s easy to get freaked out by finances. But you’re not doomed to spend your life drowning in debt or mystified by money. It’s time to stop scraping by and take control of your money and your life with this savvy and smart guide. Broke Millennial shows step-by-step how to go from flat-broke to financial badass. Unlike most personal finance books out there, it doesn’t just cover boring stuff like credit card debt, investing, and dealing with the dreaded “B” word (budgeting). Financial expert Erin Lowry goes beyond the basics to tackle tricky money matters and situations most of us face #IRL, including: - Understanding your relationship with moolah: do you treat it like a Tinder date or marriage material? - Managing student loans without having a full-on panic attack - What to do when you’re out with your crew and can’t afford to split the bill evenly - How to get “financially naked” with your partner and find out his or her “number” (debt number, of course) . . . and much more. Packed with refreshingly simple advice and hilarious true stories, Broke Millennial is the essential roadmap every financially clueless millennial needs to become a money master. So what are you waiting for? Let’s #GYFLT! |
| financial advisor cold call script: Modern Appointment Setting Gail Goodman, 2019-09 |
| financial advisor cold call script: No More Cold Calling Joanne S. Black, 2007-04-01 A leading expert on referral selling outlines practical steps for managers on how to generate business productively and profitably, in a guide that outlines a five-step plan for encouraging customer loyalty, making effective presentations, and overcoming key obstacles. Reprint. |
| financial advisor cold call script: The Millionaire Real Estate Agent Gary Keller, Dave Jenks, Jay Papasan, 2004-04-01 Take your real estate career to the highest level! Whether you are just getting started or a veteran in the business, The Millionaire Real Estate Agent is the step-by-step handbook for seeking excellence in your profession and in your life. --Mark Victor Hansen, cocreator, #1 New York Times bestselling series Chicken Soup for the Soul This book presents a new paradigm for real estate and should be required reading for real estate professionals everywhere. --Robert T. Kiyosaki, New York Times bestselling author of Rich Dad, Poor Dad The Millionaire Real Estate Agent explains: Three concepts that drive production Economic, organizational, and lead generation models that are the foundations of any high-achiever's business How to Earn a Million, Net a Million, and Receive a Million in annual income |
| financial advisor cold call script: Live It, Love It, Sell It Jules White, 2018-10 A book for anyone interested in succeeding at sales/selling either for their own business or working for an employer. It is written by entrepreneurs' sales coach and Dragon's Den winner, Jules White, with the benefit of over 30 years experience of working in sales. |
| financial advisor cold call script: Commanding an Air Force Squadron Col Usaf Timmons, Timothy, Timothy T. Timmons, 2012-08-07 The privilege of commanding an Air Force squadron, despite its heavy responsibilities and unrelenting challenges, represents for many Air Force officers the high point of their careers. It is service as a squadron commander that accords true command authority for the first time. The authority, used consistently and wisely, provides a foundation for command. As with the officer's commission itself, command authority is granted to those who have earned it, both by performance and a revealed capacity for the demands of total responsibility. But once granted, it much be revalidated every day. So as one assumes squadron command, bringing years of experience and proven record to join with this new authority, one might still need a little practical help to success with the tasks of command. This book offers such help. “Commanding an Air Force Squadron” brings unique and welcome material to a subject other books have addressed. It is rich in practical, useful, down-to-earth advice from officers who have recently experienced squadron command. The author does not quote regulations, parrot doctrine, or paraphrase the abstractions that lace the pages of so many books about leadership. Nor does he puff throughout the manuscript about how he did it. Rather, he presents a digest of practical wisdom based on real-world experience drawn from the reflection of many former commanders from any different types of units. He addresses all Air Force squadron commanders, rated and nonrated, in all sorts of missions worldwide. Please also see a follow up to this book entitled “Commanding an Air Force Squadron in the Twenty-First Century (2003)” by Jeffry F. Smith, Lieutenant Colonel, USAF. |
| financial advisor cold call script: Story Line Jen Grisanti, 2011 A story consultant and former VP of Current Programs at CBS/Paramount offers readers a practical and spiritual guide to draw upon their own story and fictionalize it into their writing. |
| financial advisor cold call script: The Life Science Executive's Fundraising Manifesto Dennis Ford, 2014-07-01 A primary objective for life science executives is raising capital. Very often, however, a lack of marketing and sales skills impedes their efforts. Focusing regionally, rather than globally, only compounds the challenge. The Life Science Executive's Fundraising Manifesto helps scientists understand the fundamental skills needed to brand and market their companies. It discusses how to use a consistent message to achieve compelling results from a fundraising campaign, and it teaches you how to aggregate a list of potential global investors that are a fit for your company's products and services. The book also explains how to efficiently and effectively reach out to potential investor targets, start a dialogue that fosters a relationship, and ultimately secure capital allocations. Raising capital is not a one-time event. It must be an ongoing part of your business strategy. This book reveals the expertise required to continually fundraise and bring your ideas to market. For more information about the book, please visit www.fundraisingmanifesto.com. |
| financial advisor cold call script: Sales Ex Machina Victor Antonio, 2018-02-10 We are about to experience the equivalent of a major tectonic shift where the functional plates of sales, marketing, and technology will shear and, in some cases, smash against one another. Functions that were once the domain of salespeople will be transformed, subsumed, or obliterated. |
| financial advisor cold call script: Selling from the Heart Larry Levine, 2023-08-15 Sales professionals and entrepreneurs will discover new levels of sales performance and personal fulfillment in Selling From the Heart, a resource that coaches individuals to examine their true selves, form deeper relationships and generate better sales. |
| financial advisor cold call script: Predictable Revenue: Turn Your Business Into a Sales Machine with the $100 Million Best Practices of Salesforce.com Aaron Ross, Marylou Tyler, 2020-09-08 Called The Sales Bible of Silicon Valley...discover the sales specialization system and outbound sales process that, in just a few years, helped add $100 million in recurring revenue to Salesforce.com, almost doubling their enterprise growth...with zero cold calls. This is NOT just another book about how to cold call or close deals. This is an entirely new kind of sales system for CEOs, entrepreneurs and sales VPs to help you build a sales machine. What does it take for your sales team to generate as many highly-qualified new leads as you want, create predictable revenue, and meet your financial goals without your constant focus and attention? Predictable Revenue has the answers! |
| financial advisor cold call script: Unlock the Sales Game Ari Galper, 2015-04-15 Ari Galper's Unlock The Game is the greatest sales breakthrough in the last 20 years. Brian Tracy, Founder of Brian Tracy International Stop selling, start creating trust. If you flick through the pages of typical sales books and sales training material, you will find a constant flow of sales messages like, Focus on closing the sale, Overcome objections, Be relentless, Accept rejection as a normal part of selling, Use persuasion to get useful information about your prospects, and Chase the sale. In short, get the sale at the expense of the human relationship. For the customer, this approach is transparent and all too familiar. Crossing social boundaries and adding pressure to the sales process makes it a gut-wrenching and painful process. There is a much better way to succeed in selling - moving away from the hidden agenda of focusing on making the sale to a place of complete trust and authenticity. When you arrive at this place, it opens up a whole new world of sales opportunities for you and your business. In other words, when you stop selling and start building authentic relationships based on trust, authenticity and integrity, the possibilities are endless. Ari Galper, The World's #1 Authority on Trust-Based Selling, and founder of Unlock The Game, the most successful trust-based selling approach adopted by thousands of business owners and sales consultants worldwide, has dramatically changed the way millions of sales transactions are made today. In his new book Unlock The Sales Game, he directly challenges all the selling rules that are considered status quo thinking among most small and large businesses and provides a new and authentic sales mindset -- along with his very powerful trust-based languaging -- that is taking the sales world by storm. Here's a sampling of what you'll discover: Seven Ways to Cut Loose from Old Sales Thinking How to Sales Call Using Your Right Brain - So You Can Make Selling Enjoyable and Productive Seven Steps to Selling Follow-Up Seven Ways to Stop Chasing Decision Makers How to Recognise and Diffuse Hidden Pressures in Selling The Surprising Truth About Selling - Three Selling Myths and Why They Hurt You No More Selling Scripts? Five Ways to Be Yourself Again You are welcome to access our FREE 10-Part Audio Seminar Sales Secrets Even The Sales Guru's Don't Know! at www.UnlockTheGame.com/GuruSecrets a $300 Value. |
| financial advisor cold call script: How I Conquered Call Reluctance, Fear of Self-Promotion & Increased My Prospecting! Sidney C. Walker, 2015-11-04 ARE YOUR READY TO CONQUER YOUR CALL RELUCTANCE? That is the promise of this book! Everybody is promoting something, and most of us have some resistance to the process of getting other people interested in whatever you are offering. Everybody is promoting something and most people have some resistance to the process of getting other people interested in whatever you are offering. The resources in this book are a reflection of over thirty years as a full-time sales performance coach. This information has helped thousands of people breakthrough their barriers and find the will to make the prospecting calls they need to make. There are many different perspectives presented because everyone is different. The key is finding a state of mind that allows you to take action. From a bigger perspective, this book is about how to positively deal with the resistance you have to doing what you need to do to succeed. There is a part of you that doesn't want to take any risks, but there is a part of you that is practically fearless. If you can learn to block out the part that is putting on the brakes and listen more carefully to the part that can do anything...you can find a way to make the prospecting calls you need to make! That is the promise of this book. Sid helped me develop an approach to prospecting and self-promotion that took me from struggling, to being in the top 1% of my company of 7,000 reps. If you are facing this kind of challenge, this book is the perfect place to start! Randall G. Riley, CLU, ChFC; Northwestern Mutual I nearly quit my sales position in my tenth year working in downtown Manhattan. A turning point was learning the psychology of Sid's approach to overcoming prospecting resistance which is timeless and priceless. Within a year, I was earning over $1 million a year. It's all right here in this book. Barbara Treadwell, CLU, ChFC, CFP; Treadwell & Associates |
| financial advisor cold call script: Founding Sales Peter R Kazanjy, 2020-08-04 This book is specifically targeted for founders who find themselves at the point where they need to transition into a selling role. Specifically founders who are leading organizations that have a B2B, direct sales model that involves sales professionals engaging in verbal, commercial conversations with buyers. Moreover, many examples in this book will be targeted specifically to the realm of B2B SAAS software, and specifically as regards new, potentially innovative or disruptive offerings that are being brought to market for the first time. In short, direct sales of the sort a B2B SAAS software startup would engage in. With that said, if you are looking to be a first time salesperson, transitioning in from another type of role, or fresh out of school, in an organization that meets those characteristics above, you will get value out of this book. Similarly, if you are a first time sales manager, either of the founder type, or a sales individual contributor who is transitioning into that role, again, in an organization who meets the criteria above, you will also get value from this book. |
| financial advisor cold call script: Renovating Retirement Charlie Jewett, 2016-05-01 The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book. |
| financial advisor cold call script: Breakubg Through John Bowen, Patricia J. Abram, Jonathan Powell, 2008 The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. Advisors will first learn how to build a thriving wealth management practice by focusing on the right affluent clients and next implementing a consultative process that will delight and keep those clients for life. They will then learn how to build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors, and sound business management principles. Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success. |
| financial advisor cold call script: Charitable Gifts of Noncash Assets Bryan Clontz, 2017-01-12 This book is intended for several audiences: 1. Front line advisors: financial, tax and legal advisors who have clients whose assets go well beyond cash and public securities. 2. Nonprofit gift planners: fundraisers in major gifts, planned gifts, and principal gifts whose donors wish to give assets other than cash. 3. Technical experts: Lawyers, accountants, and back office staff at charities and financial institutions charged with determining how an asset may be used for a philanthropic purpose, or determining whether that asset should be accepted as a gift. |
| financial advisor cold call script: Prospecting Your Way to Sales Success Bill Good, 1986 For over a decade, Bill Good's guide to increasing new business by finding prospective customers who are more likely to say yes has been a direct-sales bible. Now completely revised and updated to cover e-mail, fax communication, and the Internet, it is the most valuable tool a salesperson can own. Anyone who does any prospecting or selling by phone -- from securities, insurance, and real-estate brokers to fund-raisers, suppliers, and bankers -- knows the frustrations and rejections inherent in cold calling. In this book, the president of Bill Good Marketing shares his expert techniques for creating successful prospecting campaigns. Dismissing as time-wasting and demoralizing old school methods with their don't-believe-a-customer-who-says-no philosophy, Good helps salespeople generate a plan of attack for finding good prospects (cherries) while quickly screening out unqualified, uninterested customers (pits). He walks the reader through all of the variables of effective sales prospecting, including developing phone scripts and letters, searching the Internet for leads, and knowing how and when to close the deal. Complete with tips on motivation, time-management, and recordkeeping, and a special section on troubleshooting common problems, this new edition of Prospecting Your Way to Sales Success will remain the industry bible for years to come. |
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