Social Media: Facebook/Instagram

Facebook/Instagram are more personal social networking. The approach is more casual.Task #1: Send out 25 friend requests per day to profiles based locally/friends of friends. Friends of Friends that like posts/photos are more active users.Task #2: Send 50 messages per day to friends/followers starting A to Z.Task #3: Archive sent messages & converse with people that reply (repeat A to Z, removing friends/followers after 3 messages where they don't reply)

Facebook/Instagram Booking Scripts

Message 1: No past messages

Hey NAME, just wanted to reach out to say “hi” and introduce myself. Hope you are doing well!(Archive)

Message 1.1: Past Message

Hey NAME, just wanted to reach out to say “hi”. Hope you are doing well!(Archive)

Message 2: 1st Reply (Bold - 2nd+ attempt)

Good to hear, I’m great too thanks! I figure it’s ideal to meet folks virtually these days so I’m doing a bit of virtual networking, always good to meet other professionals in areas I’m expanding in! So, what do you do for work btw?(Archive)

Message 3: What do you do? (Bold - 2nd+ attempt)

Oh nice!I’m in the finance space. My team works 100% remote countrywide helping people with investing, retirement planning, and life & disability insurance. We offer Canadians unbiased financial education to help them steer clear of profit-driven abuse by traditional banks and financial services companies.Have you been a (OCCUPATION) for a while now?(Archive)

Social Media: LinkedIn

LinkedIn is more career/business social networking. Approach the opportunity first and then approach services/client 90-180 days later.Task #1: Send out 35 connection requests per day to profiles based in your local city. (Manually or via LinkedIn Automation)Task #2: Reply to Messages/Invite to Pre-InterviewTask #3: Follow-up with 1st Connections (90 days later) with Client Booking Scripts

Booking Scripts

Initial Reachout

Hi {firstName}, our financial agency is seeking candidates who have high character and a heart to serve others. We have remote part-time & full-time options. Would you or someone you know be interested in working online from home? Let’s connect & I will share more details.

Follow-up: No Reply (3-Days Later)

Hi {firstName}, thanks for connecting. May I share more details with you?

I'm Interested

Excellent! Our virtual agency helps people with investing, retirement planning, and life & disability insurance. We are looking to bring people on board as part-time/full-time licensed financial professionals to work online from home. In this role, the selected candidates would obtain financial licensing, learn how to build a financial strategy and help people implement their strategy using our 25+ strategic partnerships.Candidates Requirements:
- Must be 18+
- Clean background check
- No undischarged bankruptcies
- Ability to legally work in Canada with a valid work permit/SIN
- Access to a computer and/or tablet/iPad
- Disciplined and motivated to work
- Experience in financial services is an asset but not required. Full training provided.Do you meet these requirements? Is this something you have further interest in exploring over ZOOM?

Follow-up: Interested - No Reply (3-Days Later)

Is this something you have further interest in exploring or do you have a connection that might be a fit with us?

Yes, I want to explore!

Great! Let's book an interview. [Schedule Time]

Gather Contact Details

Perfect! What would be the best phone number & email for you so I can send you the ZOOM link?

Client: Warm Market

Initial Reachout - Ask For Help!

Hey NAME! It’s YOUR NAME. How are you?[Brief catch-up]Hey, I actually wanted to ask you for a little help. [WFA]I’m working on my financial licensing right now, and part of my training is getting experience meeting with people I know and explaining what we do.Whether you already have someone helping you financially or not, that’s completely fine.What I really want is for you to understand what I’m doing well enough that, if you ever come across someone we may be able to help, you’d feel comfortable introducing us. And if you happen to see something that would help you, great, but I really just want you to know enough that you can refer people.[Pause] So in terms of us getting together, would you like to meet in person or over Zoom?What usually works better for you, weekdays or weekends?[Continue offering 2 options][Book appointment]OPTIONAL: Awesome. I’ll send you a short video beforehand too so you have a little context. https://webinarkit.com/webinar/registration/65e0e83b2466d1fecb4a9a82

If You're New

I’m also going to have one of my senior managers join us.They’ll help me with the meeting, answer any questions you have, and make sure I don’t miss anything.

Mindset for Objections

You are not asking them to buy anything.You are asking someone you know to help you while you're getting started.Don't become defensive and don't start selling when you hear an objection.Clarify the purpose once:“I totally understand. I’m not asking you to change anything or buy anything. I’m really asking for your help while I’m getting started. I want you to understand what I do well enough that, if you ever come across someone we could help, you’d know when to introduce us.”Then go back to the appointment:“Would a weekday or weekend normally be easier?”

• PDF: Warm-Market Client Script
• Audio: Warm-Market Client Script
• PDF: Frequently Asked Questions

Client: Interest Questions

Interest Questions

Education Savings
We help families use government programs to fund their children’s education. What do you currently have set up for education savings?If I could show you a way to improve what you’re currently doing, would you give me 15–20 minutes of your time?Retirement Planning
We help people build more efficient retirement strategies. What do you currently have in place for retirement?If I could show you a way to potentially improve your retirement outcome without significantly increasing what you’re already contributing, would you give me 15–20 minutes of your time?Life Insurance Costs
We help families review their insurance to make sure they’re getting good value for what they’re paying. What do you currently have for life insurance?If I could show you a way to potentially reduce your cost or improve your coverage, would you give me 15–20 minutes of your time?Mortgage Interest
We help homeowners look for ways to reduce the amount of interest they pay over the life of their mortgage. What does your current mortgage strategy look like?If I could show you a way to potentially save tens of thousands of dollars in interest, would you give me 15–20 minutes of your time?Financial Independence Number
We help people determine their Financial Independence Number. Do you know what yours is? It's the exact amount you need to make working an optional part of your life.If I could show you how to calculate it and build a plan around it, would you give me 15–20 minutes of your time?Insurance Coverage
We help people make sure they’re getting the right amount of insurance for what they’re paying. What does your current coverage look like?If I could show you a way to potentially get more coverage for the same or similar cost, would you give me 15–20 minutes of your time?Tax Efficiency
We help people identify tax-saving opportunities both now and in retirement. What tax strategies are you currently using?If I could show you a few strategies that may help reduce the amount of tax you pay over time, would you give me 15–20 minutes of your time?Debt Freedom
We help families create a clear plan for becoming debt-free. Do you know your current debt-freedom date?If I could show you a way to potentially become debt-free sooner, would you give me 15–20 minutes of your time?Wills & Estate Planning
We help families get their wills and estate planning documents in place. Do you currently have an up-to-date will?If I could show you an affordable way to have a lawyer prepare your will, would you give me 15 minutes of your time?Auto Insurance
We help people review their auto insurance to make sure they’re still getting competitive pricing. When was the last time you reviewed yours?If I could show you a way to potentially reduce your auto insurance costs, would you give me 15–20 minutes of your time?Financial Blind SpotsWe help people identify gaps or misconceptions in their financial plan. When was the last time someone reviewed your overall financial strategy with you?If I could show you something you may have overlooked or misunderstood, would you want to know?Debt Reduction Strategy
We help families build a specific plan for becoming debt-free. What does your current plan look like?If I could show you a way to accelerate that timeline, would you give me 15–20 minutes of your time?Retirement Readiness
We help people understand what it takes to retire financially secure. What does your current retirement plan look like?If I could show you some ways to strengthen that plan, would you give me 15–20 minutes of your time?

Recruiting: Warm Market

Initial Reachout (Phone)

Hey, it's REPNAME. How are you, buddy? [wait for response]Good. How's your family? [wait for response]Awesome. Very, very good to hear. Hey, listen, the reason I'm calling is I just started working with a financial company and I’m pretty excited/pumped about it. They are expanding and I thought of you (because you…. are hard working/care about people). I think this could be a phenomenal opportunity for you!Are you keeping your work options open? (WFA wait for answer)Great, let me connect you with my management team, he/she can go over the specifics.(Create 3-way text/email)

Initial Reachout (Text)

Hey NAME, I just started working with a financial company and I’m pretty excited/pumped about it. They are expanding and I thought of you (because you…. are hard working/care about people). Are you keeping your work options open? (WFA wait for answer)Text Back
Great, let me connect you with my business partner, he/she can go over the specifics.Immediately create a group message with your trainer and send:
NAME, meet my business partner (NAME). (NAME), name is interested in working with us.The senior business partner will take it from there

• PDF: Warm-Market Recruiting Script
• Audio: Warm-Market Recruiting Script

Recruiting: Interest Questions

Interest Questions

Questions to salesperson in retail,”How many of those do you have to sell before you own the store?”Are you satisfied with being the “employee” or would you rather be the “employer”?Have you ever thought about what freedom really means?I am like a baseball scout for a company. I look for people with talent that can play with the big boys, are you ONE?Did you know the biggest problem with money is that it doesn’t come with an instruction booklet?Just out of curiosity are you living out of last months check or next months check?If you were forced to retire today would you be ready?Are you tired of being broke?If you had a choice between being your own boss and having a boss, which would you prefer?If you were laid off today, do you have an income in place to fall back on?Do you like your job? What is the highest position you can attain? Do you realize that someone else will always be in charge of what you do, when you do it and how much your worth?Did you ever feel as if this job and money game were a dead end street?Where do you see yourself 5 years from now?Are you making all the money you what to make?Why do you think it is that most people retire broke?Are you one of those people who dare to dream about a better life for you and your family?If I could show you how to take control of your life instead of being controlled by life you would want to hear about it, wouldn’t you?What haven’t you been able to accomplish because of your job?You have such nice children. Have you thought about whom you are going to live with when you retire?You don’t look like you belong/fit here. Do you ever look for other opportunities?Do you see yourself staying here forever? What is your exit plan?Do you see yourself retiring here? What is your exit plan?

Business Networking Scripts

Initial Reachout

Hi ___________, it’s (representative name) calling. How are you doing? (small talk)I know that you are doing __________, I am working to expand my financial services business I think we may be able to help each other.I would like to set up a time for us to chat some business. At a minimum, I think we could bounce some referrals back and forth. At a maximum, I think we could help each other actively generate some revenue.Could you free up a some time to meet on _____________ or ____________?(set time)

Social Media - Training

• Instagram Training - Sandigo
• Andy Onstead - Leveraging Social Media
• Amanda St Pierre - Social Media Mastery
• Shawna Kerr-Smith - Social Media Gold
• Team Canada Social Media Content

Social Media - Host A Post

Client - Host A Post

If you have questions about money & personal finance, I recommend reaching out to @REP-NAME!(Make sure they tag you)

Recruiting - Host A Post