Face to Face Scripts

Question 1

What do you do? (Rich Thawley version)

Answer 1

I’m in Financial Services. But what I love most is that I work with one of the few companies focused on working at the family level.
Most Financial Professionals with access to what we do focus on what type of people? (Rich, wealthy, etc)
Exactly, so I love working with the people who need help the most.
Plus our company’s doing extremely well. It’s actually one of the most dramatic success stories in the industry!
Bottom line, though? I love building a business and doing something I believe in so much!
What do you do?

Question 2

What do you do? (Quick 3)

Answer 2

1. I educate families on Financial Health. Most families want to make and save more money, right?
2. I’m in the Financial Health business. Most families want to make and save more money, right?
3. We help families make and save more money. Most family’s want to do that, right?

(Keep in Mind: When someone asks the 1st time, direct the conversation back to them to avoid the “situation of disaster” or making the conversation all about you.
When the subject comes up again, in subsequent convo’s, refer to scripts 3, 4, or 5.)

Question 3

Workshop Invitation

Answer 3

Our firm is holding a financial workshop on ________ at 7pm. Is that something you and your spouse can make?
The concepts discussed are extremely valuable. In fact, you probably know some families who can benefit from the education.

Question 4

Interview Setup at End of 1st Presentation

Answer 4

You said you work at _____. Do you see yourself retiring there? Are you locked into what your doing or do you like to keep your options open?
I ask because our hiring manager, Dan Snow, let me know the type of people we are looking for and you came to mind. I told him a little about you and thought it would be great for him to at least meet you. (If the response is favorable…)
He’s very busy, so lets pick 2 or 3 times that work in your schedule. I’ll see which one fits best with his and let you know.
He’s mainly looking at folks to start part time, at least during the training phase. No promises, but I think it’s definitely worth a shot.

Question 5

What do you do? (Ed Mylett version)

Answer 5

I guess you could say I show people ways to make and save money, and in doing so I locate and please people for leadership positions within my company.