Postcard Scripts

** Direct Mail Postcard Scripts ** Inbound-Phone Call Script Are you calling to receive your Tax Free Retirement/Safe Money Millionaire book and free consultation?... Great, I’d love to be able to hand deliver it or Great, I’d love to be able to get that to you. My name is , I’m a Safe Money Millionaire advisor who helps people save more, pay less interest, reduce taxes and grow their money safely. I’m here in , and where are you located? Okay, great. We’ll we’re a couple hours away from each other, How do you feel about doing the tax free retirement consultation over the phone? I find it’s even more convenient for you and you don’t have to drive all the way over to get the book. Does that sound good? SCHEDULE CALL Or: Do you have a minute to talk now and we can talk about how this may be able to help you in your life? On the postcard, what piqued your interest? From there take them into the fact find, and stir pain e.g., “What are the top 3 things you want financially in your life, that you don’t have?”

Voicemail Script Thank you for calling to request you free copy of the book “Safe Money Millionaire/ Tax Free Retirement” We may be on the line with another client at the moment but I’m sorry we’ve missed your call. Please leave your name and phone number and the best time to reach you and I’ll be sure to call you back and get this into your hands as quickly as possible. Thanks, NAME