Financial Services Cold Calling Scripts

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By Jerome Clatworthy

When cold calling for financial services, it is important to be clear and concise. Start by introducing yourself and the company you are representing, then give a brief overview of what services your company offers that can benefit the customer. Once this has been established, ask if they have any questions or would like more information on how your services could help them reach their financial goals. Finally, make sure to thank them for their time and provide contact information should they have further questions or inquiries.

Here’s another article that could provide some help: Cold Calling Va

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