Initial Appointment Phrases Flashcards
What are you hearing about the markets right now?
Do me a favor, if you run into anyone who seems concerned with how inflation is affecting the markets, be sure to connect them to me.
Just out of curiousity, have you decided which option you will select for the state sponsored long-term care plan?
What we’ve been doing with our client’s is having a 20 minute conversation to explaining the state’s plan, helping them understand their options, then providing guidance on which plan is best suited for them.
Would you be open to having that discussion over the next week or two given that the election deadline is quickly approaching?
You know what, can I make a suggestion?
It sounds like you have some concerns that I may be able to address for you. Why don’t we get together next week to provide you with some clarity on your concerns?
You know what, can I make a suggestion?
It sounds like you have some questions that I may be able to answer for you. Why don’t we get together next week for me to give you some clarity on your situation?
I’d like to share with you what I do professionally, in case you or anyone else you know might have a need for it.
What are you hearing about …
What we’ve been doing with our clients is…
I know we have never talked alot about business, but would you be open to talking with me about your investments to see if you’re moving in the right direction.
