Financial Advisor Coaching – Should I Leave A Message?

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March 3rd, 2009 by Simon Reilly



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Dear Simon,

I was prac­tic­ing my prospect­ing scripts today and thought I should ask you about phone messages.

J.G.

Dear J.G.,

I do not leave tele­phone mes­sages unless I have a solid work­ing rela­tion­ship with the per­son … if you are at the prospect stage with the per­son and you don’t really have rap­port with them yet, you run the risk of becom­ing one of the 1000 inter­rup­tions that the per­son has dur­ing their day and they can eas­ily write you off twice … when you leave the mes­sage and when they see your num­ber come up on their call display.

It is great that you are work­ing the phones … make sure that you con­tinue to ask your cen­ters of influ­ence for intro­duc­tions to their asso­ciates, fam­ily and friends … while this may be a chal­leng­ing time … your time can be invested to research con­tacts that you can talk with again and again.

 Simon

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