Prospecting Questions Flashcards
3 A’s
Acknowledge
Answer
Ask
3 F’s
Feel
Felt
Found
FORM
Family
Occupation
Recreation
Message
MACHO
Married
Age 28+
Children in the home
Homeowners
Occupation ($50k+)
5 Magic Questions for Clients: RETIREMENT
At what age would you like to retire?
5 Magic Questions for Clients: SAVINGS
How much money would you like to have saved, when you retire?
5 Magic Questions for Clients: INCOME
How much INCOME would you like to live on for the rest of your life, in retirement?
5 Magic Questions for Clients: GOALS & DREAMS
What are some of your big GOALS and DREAMS in retirement?
5 Magic Questions: PLAN
If I could put a plan together for you that would put your family in a better financial position, is there any reason why you wouldn’t move forward?
40 Year Plan-Definition
Do you want a 5 year plan or the 40 year plan?
-You work for 40 hours a week
-For 40 years of your life
-To live off 40% of your income in retirement.
40 Year Plan Clozing Question
If it is hard to live on 100% of your income now, what makes you think you will be able to live on 40% of your income in retirement?
Basic Questions: LIVING
What do you do for a living?
Basic Questions: Length of Time
How long have you been doing that?
Basic Question: CAREER LIKES
What do you like the most about your career?
Basic Questions: CAREER DISLIKES
What do you like the least? What would you change?
Basic Questions: RETIRE
Are you planning to retire there?
If YES, in how many years?
If NO, what’s your exit strategy?
Basic Question: MOST IMPORTANT
What is most important in your life right now?
What do you do for a living?
You know how a Corporation has a CEO/CFO? Well, I am a Personal CFO for families, Mitigating Risk away from the Families while growing their Estate.
What do you do for work?
I am glad you asked, I help people in Leadership Development and Financial Literacy. We Identify the issues that cause chaos in the household and provide solutions to those challenges.
Own Business vs Job Clozing Question
Do you own your own business or do you serve at someone else’s pleasure?
Career to Dreams Clozing Question
Does your current career have the horsepower to take you to your dreams?
Increasing Revenue Clozing Question
If we could show you options that could bring additional revenue into your family, would you give it serious consideration?
