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The Power of Scripting

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

Well-written, repeatable scripts help you to communicate with clients and prospects more effectively. This week we are looking at three different types of scripts. Our first piece looks at scripts to help you increase referrals. Our second piece provides scripting ideas for a first meeting and our final piece covers scripting strategies for cold calling.

Want to increase referrals? Try these two scripts to help you see more proactive referrals.

This blog provides a comprehensive script for nailing your first meeting with a prospective client.

This author argues that cold calling is not a dead practise and provides solid tips about how to open a cold call, what not to say, and other scripting ideas.