Language

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For access to these resources while this page is under construction, please email Dave directly at dave@theresseguiegroup.com

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Language Scripts for Financial Representatives

6 Step Prospecting | 3 Step Promotion

Prospecting: Answering the Most Common Prospecting Questions (i.e. Overcoming Objections)

Phoning: Family Member

Phoning: Close Friend

Phoning: Favorable Introductions (i.e. Referrals/Qualified Suspects)

Phoning: Warm Calling

Phoning: Answering the Most Common Phoning Questions (i.e. Overcoming Objections)

Phoning: Scheduling Dedicated Prospecting Meetings

Opening a Life Insurance Case (Death Benefit)

Opening a Life Insurance Case (Non-Traditional Need)

Opening a Supplemental Disability Insurance Case (Contract A vs Contract B)

10 Fundamental Factfinding Questions

Resources to INFLUENCE an Exceptional Client Experience

Discovery Letter (EXAMPLE)

Feed List (EXAMPLE)

Ideal Calendar (The Structured Day)

Dials Tracking Sheet

Activity Tracking Spreadsheets

Activity Tracking: Daily Posting & Planning

Activity Tracking: Friday Finish Strong Spreadsheet

Activity Tracking: Monday Morning Client Builder Meetings

Email Signatures (TEMPLATE EMAILS)

Email Signature: Discovery Letter

Nominator Intro to Qualified Suspect (Follow Up to Meeting)

Nominator Intro to Qualified Suspect (Just Note)

LinkedIn: Create Multiple Qualified Suspects

Linked In Strategy: Introductory Note

Need Joint Work

Group LTD Information

Leadership Team: Recruiting Resources

Creating Experienced FR Candidate Introductions

Experienced FR Candidate Introduction

Creating Inexperienced FR Candidate Introductions

Inexperienced FR Candidate Introduction

Creating College Graduate Candidate Introductions

College Graduate Introductory Note