When it comes to recruiting someone close to you, there are two primary methods that you can use…

1. IF YOU THINK THEY WOULD BE OPEN TO AN OPPORTUNITY

- Use the referral text and then have a trainer call to set an interview using the three good quality scripts

REFERRAL TEXT:

Hey (NAME)! I'm not sure if I mentioned it to you or not, but I've just taken on a part-time position with a financial firm. One of the brokers asked me if I knew anyone who was hard-working, had excellent people skills, and strong integrity, and I mentioned you. If you’re interested, great, and if not, it’s no big deal. However, it's incredibly fulfilling, and the income is substantial as well. Be on the lookout for a call from a (TRAINER), and they can answer any questions you might have!

TRAINER SCRIPT:

“Hello, may I speak to (NAME)? How is it going, (NAME)? My name is (TRAINER), and your good friend ________ referred you to us. Do you know _________? Awesome. Well, I'm not sure if he told you or not, but he recently took a position with our firm, and we have been extremely impressed. So, we asked him if he knew anyone he thought could be a great fit, and he thought of you. (TRAINEE) said that you were _________, ___________, and _________, are these great things true about you? Well, that's good to hear. I really like (TRAINEE) and know he's not the type of person that would refer anyone over to us, so based on his recommendation, we wanted to set up an interview with you in the next day or so to get to know you more and give more clarity on the positions to see if it's a good fit. What does your schedule look like tomorrow?"

SCHEDULE APPOINTMENT

2. IF YOU THINK THEY WOULD BE A GREAT FIT BUT WOULDN’T BE OPEN TO AN INTERVIEW

- Use the ETHOR script to set up a field training, and then let your trainer know that you think they would be open to the business if they actually saw it. This way your trainer can break down the business as well and then worst case land on a client helped.

ETHOR SCRIPT

YOU:

“Hey ________, How are you? Well the reason i'm calling is because i'm super excited. I just took a position with one of the top financial firms in North America. I'm going through training, and your support would mean the world to me so I was wondering if you and (wife/ husband) could help me with a quick zoom training in the next couple of days?"

THEM:

“Of course, what do we need to do?"

YOU:

“It's on Zoom, takes about 30 minutes. And my trainer is going to share with you what I'll be doing, so I can learn, but also gain support & encouragement from the people who matter most to me. So would tomorrow or the next day work better for you guys?"

SCHEDULE APPOINTMENT & EDIFY TRAINERS TIME

YOU:

“Thank you again! One last thing. I'm trying to make a good impression with the broker and am actually graded on reschedules, but I haven't had one yet. Can you please promise not to cancel or reschedule because it will make me look bad?