Thank you for today’s coaching call.
I thought I would send you this script as a reminder about the part time marketing person to handle the direct mail and following up calls working from their home. You could even install a phone line in their home that would read your company name on the call display. The person could come into your office and report on a weekly basis.
“Since your last conversation with (financial advisor), has there been any change in your personal or professional circumstances that would warrant a conversation about your financial plan for the future?’