Client & Partner Scripts
In this section you'll find SIMPLE scripts you can use to introduce clients to Forge Financial. We also include the steps we'll walk them through for your reference.
You: (Mr. or Mrs. Client), We have a partner we work very closely with, that helps business owners like yourself with build wealth and prepare for retirement using unique investment strategies designed to:
- reduce risk,
- keep pace with the market,
- while also decreasing taxation in retirement.
Do you feel 100% confident this is something you're already taking care of?
Client: No!
You: Ok. Their team will do a complementary review of your existing wealth & retirement plan. I'd be happy to make a connection between you and their team.
(Look at Calendly to find an available time) "Would [Day] & [Time] work for you?"
You: (Mr. or Mrs. Client), We have a partner we work very closely with, that helps business owners like yourself build out a compensation plan designed to provide increased retirement benefits to key employees.
Some of these plans help your key employees build wealth and prepare for retirement in accounts that don't lose money in a crash, keep pace with the market, while also decreasing taxation in retirement.
Do you see it'd help your retention and recruitment if you could offering greater retirement benefits to your key employees?
Client: No!
You: Ok. Their team will do a complementary review of your executive compensation to see if its a good fit for you and your leadership. I'd be happy to make a connection between you and their team.
(Look at Calendly to find an available time) "Would [Day] & [Time] work for you?"
You: (Mr. or Mrs. Client), We have a partner we work very closely with, that helps high earning employees like yourself with build wealth and prepare for retirement using unique investment strategies designed to:
- reduce risk,
- keep pace with the market,
- while also decreasing taxation in retirement.
Do you feel 100% confident this is something you're already taking care of?
Client: No!
You: Ok. Their team will do a complementary review of your existing wealth & retirement plan. I'd be happy to make a connection between you and their team.
(Look at Calendly to find an available time) "Would [Day] & [Time] work for you?"
You: (Mr. or Mrs. Client), We have a partner we work very closely with, that helps business owners like yourself unlock their business's scaling.
This team will provide you with the knowledge needed to grow your business the way you want to. Are any of these areas needed by you:
- Increasing leads flow?
- Improving sales efficiency?
- Identifying who is intentionally dragging down key metrics and getting rid of your best employees?
- Fast track to staff onboarding and training?
- Isolating drag on your efficiency and profit?
Do you see the potential of fixing or cracking that as vitally important?
Client: Yes!
You: Ok. Their team will do a complementary discovery call to see if they'd be a good fit for you and your team. I'd be happy to make a connection between you and them.
(Look at Calendly to find an available time) "Would [Day] & [Time] work for you?"
