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17 Cards in this Set
- Front
- Back
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Income
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Do you think that you can use $X to help you pay for groceries of any other expenses?
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Follow up Calls
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I am watching your investments and I wanted to call and let you know that:
-your account is doing well -The dividend is going to be adjusted... -This/that stock is... -Referral. I want to work with other good people just like you. Do you happen to know anyone that you...play golf with... Is ther anyone that you know that would appreciate getting the same level of service/attention. |
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Matt Pomianek
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Ph Message
Hello, x, this is Arturo from EDJ. I wanted to F/U on information I left at your door last week. Please give me a call as soon as you can at 913.262.4662. Again is Arturo at 913.262.4662. Nuveen Txfb I have a Great MF that is paying 5%, it’s federally and state tax free, if you live in KS. Its diversified with many high quality municipal bonds, if you have some money available, you should by some today. FKINX I have a Great MF, currently paying 7.5% in a monthly check. It’s a combination of both: high quality bonds and stocks. If you have some money available, you should by some today. -A monthly check for that 7.5%. -The best part is that you don’t have to own it for 20yrs. If you need money you can cash it any day. -What else do you own? (investments) -what else is your favorite? -What firm do you work with? -How much international exposure do you have? -How do you know is enough? -I make sure my clients have the right exposure going into 2010, It is really important, specially in this market, to make sure that you have the right allocation going into 2010. -What I think would be in your best interest is that we get together. -I will be happy to give you a review of what you have and our opinion on your allocation. Would you have some time nxt wk at 3:00 o’clock on Thursday. I will love to get together with you. How would next Th work for you for a cup of coffee? Own investing: -Does Mrs. X take any interest in the finances? -If something happens… Did I catch you at a good time? I promised I would F/U with you I was F/U as I promised. Did I catch you at a good time? I promised I would call you and F/U. We talked about a few ideas last time, and you asked me to give you a call towards the end of the month, so we can set a time to get together. |
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setup appmt.
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Let's get together so I can show you everything in black and white. When would be a good time for you?
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Conversation element
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Ask questions to keep them talking.
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Conversation element
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Answer questions with the benefit and a question of how that benefit fits what they want.
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Conversation element
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Only 2 features in a presentation
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Conversation element
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I think this is an excellent investment and if you have money available I think you should buy some.
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conversation element
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15 SECOND PRESENTATION
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CDs due
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-Let me ask you this. I know you have a lot of CDs laddered over time. When is the next time you will have one of those CDs coming due? I’ll be sure to keep my eyes open for good rates.
-What amounts do you typically put on those CDs. Do you like 50k in each CD or is it more sporadic? |
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Conversation Element
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Open Questions:
-What is important to you? -What is your RP? .. This would fit your plan. |
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setup appmt
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I have some time within the next few weeks, I don’t know when you can, but I have sometime next week or the week after.
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Best Clients' referrals
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-People that you know or respect
-Personal favor. You do biz with me. Would you have any objection if I mention you do biz with me. |
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What I do
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I help people reduce the risk associated with saving, investing and managing their money.
I give advice that is based in principles and not in prediction. Those principle are: -Diversification -Quality -Asset allocation -Systematic investing -Insure vs bad luck. |
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Exceptional service
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-Recomendation based on a plan.
-Prompt & accurate execution of all trades. -Prompt callbacks & correspondence -Periodic review. |
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Inv. and Review
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I am calling for two reasons.<BR>
-First, I want to tell you about this fund that is worth taking a look at, paying x% every year; and <BR> -Second, I would like to visit with you give you my opinion about your investments to help make sure they are properly balanced and diversified. It is complimentary. The only cost for you is 20 minutes of your time.<BR>Let's come back to the great investment I mentioned at the begining. It pays X every year. I think it is a very good investment for some of your money.<BR><BR> ph mssg. I would like to visit with you for 20 mins. to review your portfolio and help you make sure that it is properly allocated for this turbulent markets. |
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Cd alternatives
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Cd rates are at an all times low and it seems that they are going to stay low for a while.
What I'd like to do is visit with you and show you a few alternatives to make a better return of your cd money. (show Income fund, Bond fund, tax-free bond and offer a combination of solutions including a CD for some of the mny) |
