Dashboard Forums High End Client Program LinkedIn – “4-Question” Reviews 4 Questions for a Financial Advisor

1 reply, 2 voices Last updated by n d 6 years, 2 months ago
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    • #17813

      Shelly Tomasch
      Participant
        @stomasch@aca-incorp.com

        @negeen-dargahi

        @halle-eavelyn

        Here are the 4 questions for Rao Garuda, he’s a financial advisor.  I am setting up his profile and going through the steps with him!  After listening to the videos and hearing the other financial advisors, John  House and Ron Mordell (not sure of spelling) we will use their 2 questions too!  As I understand, this message is not a qualification call, it’s more of a networking call.

         

        1. What is your core business?
        2. Great to connect with you on LinkedIn, we should chat for a few minutes to see if there is a fit.

         

        Thanks,

        Shelly Tomasch

      • #17888

        n d
        Keymaster
          @negeen@coredm.com

          Hi @shelly-tomasch! Nice job taking action on the 4 questions.

          SO, yes. You can absolutely shorten down the 4 questions to 2 question.

          BUT I need you to split test it with these 4 question because the point is to create some dialogue/trust so they get on the phone with you asap in order to qualify.

          You could use something like:

          1) Great to connect ‘NAME’… what’s your core business?

          2) Perfect. What’s your main focus this year?

          3) Love that! If I had a few simple strategies that would help you accomplish that, would you like me to share those with you?

          4) Fantastic. What are a few time windows that you have available tomorrow to chat?

          5) 2pm works. What’s your mobile?

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