Introduction
Notes:
Never use: Please / can I ask you?/ if you don't mind../ I'm sorry
Beginning of conversation: 80% Build Chemistry 20% pitching financial market
After KYC: 20% Build Chemistry 80% pitching financial market
Agent: Hello, am I speaking to …(name of client)?
Client: Hello, yes
Agent: Great, how are you doing today?, my name is …, I’m calling you from ABC Company regarding you
interest to have an investment in financial market.
Experience
So tell me, do you have any experience in trading or it’s gonna be your first time?
Client: First time
Agent:
- wow, your first time! by the way how old are you?
- Beautiful, there's a first time for everything, so tell me ...
- Great, you've made a smart decision, it's never too late to start, so tell me...
Client: Yes, I have experience
Agent: that's beautiful, how did it go ? was it a good experience ?
Client: it was good/bad
Agent: amazing/No worries, it’s special for someone like you, did you trade by yourself or with the help of a
broker?
KYC:
Age:
Agent: -(male) By the way, you sound very mature I'm guessing you're in your (mid 30's/early 40's/ late 20's...)
-(Female) By the way you sound very young are you sure you're over 18 (with a smile)
Family Status:
Agent: -Are you responsible for only yourself or other family members?
-Are you a family man (male)
Client: yes I am married with kids
Agent: that's beautiful, I have 2 of my own ... (build chemistry)
Work:
Agent: So are you lucky to still have your job after the pandemic ?
if yes: wow you are a luck man/woman, it sounds like a very stable job to survive the pandemic, what is it by
the way?
if no: what did you use to work before the pandemic?
Income:
Agent: (example: truck driver) so how much as average does a truck driver earn in your country?
Monthly Expenses:
Agent: so do you have a lot of mostly expenses ? do you pay rent? do you own your own house? do you pay
mortgage?
Savings:
Agent: is your salary enough to cover all your expenses ? are you able so save money for yourself at the end of
each month?
if yes: So, I'm guessing you are keeping your savings in a bank right?
let me tell you something (change intonation) the bank is giving you 1-3% maximum ROI on your savings, while
we can provide 10-20% minimum on a monthly base.
if no: so if you have an extra 1000$ dollar at the end of each month, how would that help you?
OBJECTIONS:
1) I don't have money:
- If I tell you that your dream car is available for 300$ where will you get the money to buy it ?
- What would you do in case of an emergency?
- You can take a small loan from the bank and you will be able to pay it back in a week maximum from your
profits that your investment will bring you.
-You can ask a family member to assist you and you can pay him back in a week maximum from your profits
that your investment will bring you.
2)Send me an email:
- Of course, I'm going to send you all necessary info, but for now let me explain to you so you can fully
understand how you will make a profit in the next 24h
- For what? it will only take few minutes and you will be able to ask me if something not clear directly on the
phone
3) Call back:
WE NEVER DO CALL BACKS
- (SELL NEWS) Sure I can call you back, but let me tell you something (change intonation) today bitcoin is
expected to increase 4% and I want you to make a profit starting from today, next time it will be too late and
the price will already be fixed, so tell me...
- The only thing that's going to change till our next call is the extra profit that you're going to make starting
from today, so tell me ...
