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2 Cards in this Set

  • Front
  • Back
Phone Prospecting - Biz
Hello, my name is Arturo, I am an small business owner, just like you, can I get a couple of minutes to introduce myself.
I own an EDJ office here in Prairie Village. I am sure you are like most people, you probably already have a financial advisor, and what I would like to do is stop by your business and take 15 minutes of your time, introduce myself so you know who I am. If you already have an FA, that is fine, I just want you to know who I am in case something ever change.

It is one of my goals to meet all business owners in the area, no only for the networking stand point, but possibly referral and of course if I can be of service to you as well, I want to be that person. So what I want is 15 minutes of your time, no more, to stop by and meet you F2F at your office. Typically, I do that on my way to lunch at 11:45 or after lunch at around 1:00. Would you be open to allow me just to swing by and meet you.
Residential list
Hello, My name is Arturo, I am calling from EDJ Investments in PV.

I specialize in KS bonds that are Federal tax free and State tax free, usually in the range from 4-5% interest rate.
or
I work with Tax free Bonds issued by KS, usually in the range from 4-5% interest rate.

I would like to know, if I could let you know, whenever I have one of those bonds down the road.