Cold Call Script Financial Advisor

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By Jerome Clatworthy

Hello, my name is [Name], and I’m a financial advisor at [Company]. We specialize in helping people achieve their financial goals. I was wondering if you had any questions or concerns about your current financial situation that I could answer for you? If not, would you mind if we scheduled a time to discuss your finances and how our services might be of value to you? Thank you for taking the time to speak with me!

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