Trojan Horse Questions for Review

[mike sears]

After listening to the video for financial advisors, I think it would be best to keep the questions limited, so I have 3:

1. Name, thanks for connecting! What’s your core business?
2. That’s interesting! Sounds like we may be a good fit. What are a few convenient windows for you to chat tomorrow?
3.  ____ time works great for me as well, what’s your cell?

[mike sears]

@negeen-dargahi please review my trojan horse questions, thanks!

[n d]

Hey @mike-sears!! SUPER job implementing the lesson. Those questions look great.

Start sending out your Q1 and see how everything goes for 2 weeks and if we need to change anything, we can look at your stats and make adjustments.

[mike sears]

Do you understand the value of “MIDDLE OF THE ROAD” investing?

Are you aware that of what percentage of investors are actually CONSERVATIVE by nature?

Are you truly at PEACE with your investment discipline?  Perhaps you have been talked into TOO MUCH RISK?

[n d]

Hey @mike-sears – what are you using those pain point questions for?

[Author]

Posts