Cold Calling

First Call Appointment Scripts

These are the scripts featured in my October Research Magazine article, "Script Writing Lesson." Download First Call Appointments scripts.

The Greatest Script" is just that. It is being used right now by some of the top cold callers in the industry. Don't let its simplicity throw you.

Download "The Greatest."

The 16 Best Scripts

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Download All

See which of these works for you.

Cup of Coffee #1
CUP of Coffee #2
401K (Or Other Employee Benefit) Growth and Income Products
Investment Roadmap
Tax Free Bond
Info Packet - Difficult Times
FDIC Insured
Retirement Income Distribution
Long-Term Financial Goals
Minimize Risk
Financial Planning
Share Investment Idea
Financial Market Turbulence
Two Top Concerns

Financial Cold Calling Resource Page

These resources are free for registered users of the Bill Good Marketing website. If you are not registered, register here. Also free.

First, you need some know how. Here are all the Bill Good articles on Cold Calling from 2000 - 2012. By reading these, you can avoid tons of common mistakes. . My most recent articles are on my "author page" at the ThinkAdvisor site.

To buy my book, Hot Prospects, visit the book's website at www.hotprospectsbook.com.

Now you need some scripts. If you look over to your right, you will see see First Call Appointment Scripts, "The Greatest Script", and "The 16 Best Scripts." Start with these. Test them. You need 3 cherries/hour. If you are not close, try another script.

You need a list to call. I recommend you talk to the best list broker in financial services, Marcia Glasser. She knows more about lists in this industry than anyone. Reach her at 800-547-5478.

If you are not keeping track of your numbers, start right now with this stat sheet. If you do not track your numbers, you will commit Basic Mistake #1-Get a bad idea and stick to it.

Finally, you need to be able to analyze your numbers. So we have created a cold call calculator to help you answer the question: Do my numbers work?

Plug in the critical stats. Put in a 12 month new asset goal. Our Success Zone calculator will tell you how many hours of prospecting and selling it will take each week to hit your target.

Once you have completed your first appointment, you need to write a proposal. You can download a proposal template here. It's simple. Don't let that fool you.