• Hi (Prospect Name) how is everything going?

(make small talk about their family, life, etc...)

• The reason for my call is, I am not sure if you have heard but I recently took a part time position in the financial industry. I am really Excited about it, and am going through the company's Training program right now, and I could really use your Help.
  

(Pause)

TRAINEE

• The training program consists of two phases.
  
• The first is getting my professional licenses, but also going through some In-Field training appointments so that I can learn from real life interactions instead of just classroom and online training, I really value your Opinion and thought you might be nice enough to Help me out by being a Field Training appointment for me.
  
• Would you be willing to help me out with that?
  

TRAINEE

• Thank you! Just so you know what it is, it is only about 30-45 minutes and will be with me and one of my Trainers. All I would encourage you to do is be difficult and ask lots of questions so I can learn the most from it.
  
• My biggest hope though, is that you like what I will be doing and could be a good potential source of Referrals for me down the road.
  
• Does that sound fair enough?
  
• Looking at my schedule, the best days for me would be either (day) or (day), what works best for you?
  

TRAINEE

Confirm Preferred Communication Channel

Set Date

Set Location or Platform

Set Time

• I am learning how to help people make money, save money, and retire early.
  
• Coming into this industry though, it is entirely Referral based, which is why I want you to know exactly what I will be doing so that if you come across people that could benefit from what it is that I will be doing, you would feel comfortable sending them to me.
  
• It would only be about 30-45 minutes and will be with me and one of my trainers.
  
• I would just encourage you to be difficult and ask lots of questions so I can learn the most from it.
  
• You would be willing to Help me out with that right?
  

TRAINEE

PROSPECT

• Yes
  

• Thank you so much!
  
• Looking at my schedule the best days for me would be (day) or (day), what works best for you?
  

TRAINEE

Confirm Preferred Communication Channel

Set Date

Set Location or Platform

Set Time

What if you don't get an answer when you call?

• Send follow up text message (SMS) if appropriate. Only leave a Voice Message if that is normal for you.
• When they respond and you don't know how to answer, just say "great question that is one of the reason's I need your help with a training appointment".
  

If an appointment was set, it is your role to follow up with the guest to confirm they will still be able to attend the Training Appointments and have the correct information to join (e.g. Zoom link).

• Hi (Prospect Name), I am super excited for our Zoom call this coming (day and time)
• I wanted to confirm you are still available to help me out.
  

TRAINEE

• Great!
• Did you get the Zoom link that was sent to your (name their email you have on file)?

(If not send to them).

TRAINEE

• Okay no problem.
• What Day and Time would typically work best to be able to schedule a new time?

(Give a couple of Days and Times for them to choose)

TRAINEE

Confirm Preferred Communication Channel

Set Date

Set Location or Platform

Set Time

• Hi (Prospect Name), I need a favor. I am starting to work part time in the financial industry and am working on getting my professional licenses. I need to see some training appointments to get a few hours of in field experience to get certified. I Would really appreciate your help with about a 30-45 minute meeting over Zoom.
• Would you be willing to help me out?
• Oh, and if you could be difficult with my trainer so I get the best training out of it, that would be even better!
  

TRAINEE

Confirm Preferred Communication Channel

Set Date

Set Location or Platform

Set Time