This strategy will lead to the prospect potentially referring people to you, becoming an agent, and potentially becoming a client.

SCRIPT:

Hey ____, how are you? (Small Talk)

Well, the reason I'm calling is because I'm helping run expansion for our financial firm, and we are looking to expand In Your Area, and because I know everyone loves and respects you, I Wanted To See If You Could Help Me Out by potentially referring me to some quality people.

(Of Course)

Thank You So Much! I really appreciate your willingness to help me out. But obviously, you don’t know what we do. So, Can We Hop On A Quick 20 Minute Zoom in the next day or so to give you an idea of what we do and the type of people we are looking for? It would be awesome to catch up anyway!

So, Does Tomorrow Or The Next Day Work Better?

APPOINTMENT STRUCTURE:

- Company credibility / Showing the companies we work with

- $1,000 a month illustration to show value in the product and potentially make them want to become a client

- Compensation that an agent would make for helping a client save $1,000 a month into our services