According to Keith, that script worked well in for cold-calling C-level executives. However, Sales Machine reader (handle="mckerns") posted some criticism of the script which are worth considering.

Scaling your advisory business demands a solid marketing and lead-generation strategy. While financial advisor marketing is increasingly focused on digital channels, there’s still a case to be made ...

Follow your calling script like an actor, ... a client said to me, "You sound like you're reading from a script." At first, ... Adopt A Cold-Calling Persona.

Learn how to warm up prospective clients to your business acumen and your firm's capabilities by using cold calling ... in cold call scripts. ... client is an introduction, not a sales call.

One of the toughest parts of sales is making a cold call. Calling a potential customer out of the blue is never easy, but there are some things you can do to make your cold call experience a bit less ...

Here’s a classic, and classically effective, cold-calling script–along with some essential advice for making it work. EXPERT OPINION BY GEOFFREY JAMES , CONTRIBUTING EDITOR, INC.COM @ SALES_SOURCE ...

Cold call scripts will vary depending on your targets and what you are selling; the key is to engage the prospect and tailor the script to their needs. Tips for effective cold calling.

Here's a quick way to test whether any cold-calling script will actually convert sales leads into sales prospects. John, I'm sure you're busy and I want to respect your time, so I'll be brief ...

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Cold Calling Scripts for Financial Advisors When drafting a cold calling script to use for marketing, there are certain elements that are must-haves. You can ultimately tweak and customize a cold ...