WBI

Question 1

Connecting

If you’re running late to the call

Answer 1

Thanks for your patience. I’ve been a little busy, running a bit behind schedule today.

Question 2

Connecting

If they haven’t turned their camera on

Answer 2

I can hear ya but not see ya, are you able to start your video?

Question 3

Connecting

If they greet me or ask how I’m doing

Answer 3

Oh just being the boring guy I guess. Trying to stay out of trouble. How about in your neck of the woods?

Question 4

Connecting

To kickoff the call

Answer 4

[Rustling, pretending to look at papers] Oooook…aaaalright…Looks like you scheduled on my calendar about possibly getting some outside help with stock trading… is that right?

Question 5

Connecting

If they start to ramble…

Answer 5

oooh…oooohhhh yeah we’ll definitely cover that….and I would say the first part of this call is just more for you and I…

Question 6

Connecting

To set the agenda

Answer 6

Really I’d say the first part of this call is just more for you and I to cover what you’ve done in the past work-wise and trading-wise and really I’d say like what you’re looking for now, just to see if we could actually help you.

Question 7

Connecting

If we sent them pre-call resources

Answer 7

I was curious though, I think I emailed you a couple of videos about stock trading, what have you been able to go through so far, just so I understand?

Question 8

Connecting

If they give a positive response to pre-call resources

Answer 8

[NONCHALANT TONE] well yeaaaa…a lot of our clients would say that for sure. Ummm…And I guess. what were you hoping to get from our call today just to make sure I have a better background? Sure we can cover that…

Question 9

Connecting

If they compliment Todd in response to pre-call resources…

Answer 9

[PLAYFUL SARCASTIC TONE] Well ya know I think I’m going to go and tell Todd that…but just between you and me… ya know he’s not that cool…haha. So that’s been on your mind…got it. And what were you hoping to get from our call today just so I have a better background? Sure we can cover that…

Question 10

Connecting

If they give a /neutral straight answer in response to pre-call resources…

Answer 10

So that’s been on your mind…got it. And what were you hoping to get from our call today just to make sure I have a better understanding

Question 11

Connecting

If they haven’t gone through much

Answer 11

[PLAYFUL TONE] Well…sigh…I guess I can forgive you for that.
So I’m curious though… when you went through our ads or videos before when Todd was talking about trading stocks…what was it that attracted your attention?

Question 12

Connecting

If we NOT send pre-call resources

Answer 12

So I’m curious… when you went through the videos where Todd was talking about trading stocks…what was it that attracted your attention? JUMP IN WHEN YOU HEAR ONE WORD STRETCHED OUT: Ok And what were you hoping to get from our call today just to make sure we cover the right things? Sure we can cover that…

Question 13

Connecting

If they spoke with setter

Answer 13

And I do have the notes from your earlier conversation with SETTER from our team but he abbreviates things almost like a doctor and I don’t want to assume anything so can you walk me through…

Question 14

Situation

First situation question

Answer 14

Are you like a full time trader now and that’s all you do or…do you have a full time job and kindof trade on the side?

Question 15

Situation - Full Time & Part Time Traders

Second situation question

Answer 15

Ok, and can you walk me through what your strategy is for your trading right now just so I have a better background?

Question 16

Situation - Full Time & Part Time Traders

Once they describe their trading strategy….

Answer 16

Ah…ok and how long have you been using that type of strategy?

Question 17

Situation - Full Time & Part Time Traders

Once they say how long they’ve been using their trading strategy

Answer 17

And what got you into doing that strategy over something else?

Question 18

Situation - Not much trading experience

Second situation question

Answer 18

Oh…what do you do for work? What do you do for a living?

Question 19

Situation - Not much trading experience

Once they say what they do for work…

Answer 19

Got it. And how long have you been doing that type of work?

Question 20

Situation - Not much trading experience

Once they say how long they’ve been in their job?

Answer 20

Oh how’d you get started with that?

Question 21

Situation - Not much trading experience

Do they have a family?

Answer 21

Oh and I didn’t even ask you yet….are you on your own or do you have like a family you’re supporting as well?

Question 22

Situation - Not much trading experience

What does the spouse do?

Answer 22

Oh I see what does your spouse do?