BPM/Corporate Overview

Invitation Script

Buildable Instagram UI Filled Profile Icon
  • Hi (Prospect Name) how are you doing?

(Catch up with some small talk)

YOU

If you have not spoken for a while, catch up real quick then segway into the script by saying, I know this is a little out of the blue but…..

Buildable Instagram UI Filled Profile Icon
  • What are you doing (BPM date) at (BPM time?)
  • I am calling you because I recently started with a financial firm and am excited about the position!
  • We are having an Open House and would love to have you as my guest!
  • I highly respect your opinion and would like it if you joined us to look at what we do.

YOU

If YES

Buildable Instagram UI Filled Profile Icon
  • Great! Thank you so much!
  • What is your preferred email address so I can go ahead and register you?
    • Use the proper BPM Registration link.

YOU

If you get any Objections

Buildable Instagram UI Filled Profile Icon

What is it? What would I have to do? Do I have to buy anything?

  • I have been learning how to help people make more money, save more money, retire early, pay less in taxes, get out of debt, and build their own legacy.
  • This is not a sales presentation in any way, it is simply our Company Overview.
  • My biggest hope is that if you like what I am doing, you might be a good source of referrals for me in the future.
  • Would you be willing to support me by attending?

YOU

If YES

Buildable Instagram UI Filled Profile Icon
  • Great! Thank you so much!
  • What is your preferred email address so I can go ahead and register you?
    • Use the proper BPM Registration link.

YOU

This is intended for Licensed Associates for Training Purposes & Internal Use Only