Presentations

Question 1

Cold Call Introduction

Answer 1

Hi is that Mrs. resident?
I’m kitchen play with Edward Jones and I’m at Financial Planner - Andrea’s house your day going with him calling to introduce myself and let you know of a bond that saving my clients that’s not an interest I was going to see if it interesting meeting with me to see if this would help you as well

Question 2

Wants an appointment

Answer 2

It’s Cate Shipley with Edward Jones. We met a couple of weeks ago when I was going door to door introducing myself.
We agreed to get together to talk more about —

Question 3

Calling a F2F contact

Answer 3

• Hello this is Cate Shipley.
• ## I’m looking to speak to Jane Smith.

Question 4

Why should I bring my financial statements?

Answer 4

In order to accurately assess your ability to achieve your financial goals using the strategies and investments you currently have in place I need to have an accurate picture of your current financial picture.