We have a playlist of more cold call recordings if you like this and want to hear more and here is a link - th-cam.com/play/PLoUVJsDQgZIKPUFl_Tcrit4WAwwaqnahf.html
Wow, Thank you so much! I am always looking at improving my pitch. its so critical for survival in this Industry. When I am finely tuned. I would like to call you. Need one more month. I need your constructive opinion. I am working on it. in the Industry since 26 March so it is extremely interesting. I also work at home alone. What a challenge! I love it! Thanks for the links.
I love the way you break everything down and rebuild it all. I am 😊 so happy to spend valuable time on learning and growing 🙌 ☺ with your excellent and logical advice...Thank you so much.
So I have to be real, I’m an advisor and I make a lot of calls. This was a bad call in my opinion. Here is why: A) he lead with product B) he didn’t handle objection well at all. Obviously you already have an advisor. What he should have said is “Mike, 95 percent of the people I talk to on a daily basis already have an advisor. I wouldn’t be calling you if you didn’t. All I’m looking to do is see if I can compliment what you are currently doing. C) Gave up way too early D) way too scripted E) No personality - if you would have told me that you’re happy with your advisor, I would have made a good joke “Great, we love happy clients”
💯💯 3rd day cold calling for financial advisors and this was the insight I needed. I’m confident I don’t sound robotic but I like that perspective and honesty. Excited to represent awesome products!
Thank you for that valuable insight. I have sold everything and anything over the phone. I work for a Financial Planner in South Africa. One has to have the right questions lined up and be gutsy or the clients will chew you up.
Hi Verna It's divya here,I am from India,as you said u work for a financial planner So do I, so could you pls answer some of the questions that I have been having.
@@ezramantini8078 The only advice I can give to myself to myself every day is....People buy from people they like...I think old school Good Manners and identifying the prospects needs by asking relevant questions....also have enthusiasm as it is contagious 😉 lastly....don't talk over them.They it like a game of baseball or 🏏 cricket....keep batting. Don't Give up ....find your own style and believe in what you are doing because essentially you are there to help so if you are sincere and relentless it will pan out. You are in the business of people....Good Luck...and most importantly enjoy building.....relationships...
Very good analysis and very helpful!!! I just started a career as an investment sales advisor, so although it's a bit different, alot of your cold calling analysis applies to the cold calling I do too. So thank you very much.
I really enjoyed this video. I've watched a lot of your videos so it was interesting seeing you analyse a real sales call. Hope to see more of such videos from you
Yes, it is always helpful to listen to real calls. Here are some others real call examples and we plan to continue to add more and those will be added to this playlist th-cam.com/play/PLoUVJsDQgZIKPUFl_Tcrit4WAwwaqnahf.html
11 yr advisor here. In my opinion this advisor did terribly. Always ask for what you’re after (portfolio review, Intro meeting, mailer, etc) 3 times on the phone. Odds go to 90% when you ask the 3rd time. Don’t reduce your ask from an intro meeting to a mailer and so on etc after each objection. All the prospect has to do is say no to each new question until you hang up give up, which is exactly what happened here. Instead, stay on point and rebuttal 3 objections revolving around the 1st ask - an intro. Make them say no to an intro 3 times. Odds are they run out of reasons and agree to an intro when it’s done professionally. Why? Because each time you rebuttal the same point - an intro- you become more relevant to the prospect.
He said he wanted to connect with him at a more appropriate time. Well, shouldn’t that time be now? Also, when the client said he already has an advisor, the rep said he could contact him at a late date to offer more information. But I’m not sure the client wants to hear it. I think this guy needs to find something he is happier with
Your goal on the cold call is not to get them to switch from their advisor to you. It is schedule a call to talk more / set an appointment. With that, it does not matter whether they are happy or not because that is not a valid reason to not talk. When you talk more, you can learn more and possible find a reason for them to change.
The beginning was close to how I used to call. But, he had no personality. And too scripted. If somebody says they have an Advisor, you say "Great, it wouldn't hurt to get a second set of eyes on that and make sure you're on the right track." "Are you available mornings or afternoons?" Talk normal like you're talking to an acquaintance and like you're doing him a favor, you're here to help, but you're not desperate. If he says no 2x-3x its a dead call. You can't say the right thing to the wrong person, and vice versa. Its a numbers game. 300 dials a day!
@@dexterdexter402 Days you dont have meetings. Client prep isnt time consuming. Have your product mix and sales process memorized and refined. All clients are the same, it just become a natural flow. Meetings shouldnt take more than an hour either.
That call was TERRIBLE..... what are you talking about. The caller didn't establish any rapport, cut way too the chase, and didn't even try to understand the person. Geez I could've done way better than that and I'm a newb.
We have a playlist of more cold call recordings if you like this and want to hear more and here is a link - th-cam.com/play/PLoUVJsDQgZIKPUFl_Tcrit4WAwwaqnahf.html
Wow, Thank you so much! I am always looking at improving my pitch. its so critical for survival in this Industry. When I am finely tuned. I would like to call you. Need one more month. I need your constructive opinion. I am working on it. in the Industry since 26 March so it is extremely interesting. I also work at home alone. What a challenge! I love it! Thanks for the links.
I love the way you break everything down and rebuild it all. I am 😊 so happy to spend valuable time on learning and growing 🙌 ☺ with your excellent and logical advice...Thank you so much.
So I have to be real, I’m an advisor and I make a lot of calls. This was a bad call in my opinion. Here is why:
A) he lead with product
B) he didn’t handle objection well at all. Obviously you already have an advisor. What he should have said is “Mike, 95 percent of the people I talk to on a daily basis already have an advisor. I wouldn’t be calling you if you didn’t. All I’m looking to do is see if I can compliment what you are currently doing.
C) Gave up way too
early
D) way too scripted
E) No personality - if you would have told me that you’re happy with your advisor, I would have made a good joke “Great, we love happy clients”
Useful comment is useful thank you
wow awesome man, could you give more details how to really do cold call without product lead? Huge thanks
Dude, you should start a channel. You're good.
Yea this guy was pretty awful and I would’ve hung up much earlier. Not sure why he’s getting any praise at all in this video
💯💯 3rd day cold calling for financial advisors and this was the insight I needed. I’m confident I don’t sound robotic but I like that perspective and honesty. Excited to represent awesome products!
Thank you for that valuable insight. I have sold everything and anything over the phone. I work for a Financial Planner in South Africa. One has to have the right questions lined up and be gutsy or the clients will chew you up.
Hi Verna It's divya here,I am from India,as you said u work for a financial planner
So do I, so could you pls answer some of the questions that I have been having.
I’m trying to become a financial sales person. Any advice
@@ezramantini8078 The only advice I can give to myself to myself every day is....People buy from people they like...I think old school Good Manners and identifying the prospects needs by asking relevant questions....also have enthusiasm as it is contagious 😉 lastly....don't talk over them.They it like a game of baseball or 🏏 cricket....keep batting. Don't Give up ....find your own style and believe in what you are doing because essentially you are there to help so if you are sincere and relentless it will pan out. You are in the business of people....Good Luck...and most importantly enjoy building.....relationships...
@@vernasmith5443 thank you. I’m also South African by the way in gauteng. I hope I get it.
Thanx a lot. Finally I find someone real
Very good analysis and very helpful!!! I just started a career as an investment sales advisor, so although it's a bit different, alot of your cold calling analysis applies to the cold calling I do too. So thank you very much.
I really enjoyed this video. I've watched a lot of your videos so it was interesting seeing you analyse a real sales call. Hope to see more of such videos from you
Yes, it is always helpful to listen to real calls. Here are some others real call examples and we plan to continue to add more and those will be added to this playlist th-cam.com/play/PLoUVJsDQgZIKPUFl_Tcrit4WAwwaqnahf.html
Great analysis.
I love that! 🥳🥳🥳🥳 we should’ve connected with him emotionally… way too technical
I love this 😀 it is so insightful....
I love this
I would prob prospect more first, so I can have some ammo for rebuttal when prospect will start to object
WOW! I'm not in sales just yet, but this was a great video. Thanks
11 yr advisor here. In my opinion this advisor did terribly. Always ask for what you’re after (portfolio review, Intro meeting, mailer, etc) 3 times on the phone. Odds go to 90% when you ask the 3rd time. Don’t reduce your ask from an intro meeting to a mailer and so on etc after each objection. All the prospect has to do is say no to each new question until you hang up give up, which is exactly what happened here. Instead, stay on point and rebuttal 3 objections revolving around the 1st ask - an intro. Make them say no to an intro 3 times. Odds are they run out of reasons and agree to an intro when it’s done professionally. Why? Because each time you rebuttal the same point - an intro- you become more relevant to the prospect.
Dude sounded too stiff and scripted for an initial introduction call.
That's probably one of the worst sales calls I've ever heard
He said he wanted to connect with him at a more appropriate time. Well, shouldn’t that time be now?
Also, when the client said he already has an advisor, the rep said he could contact him at a late date to offer more information. But I’m not sure the client wants to hear it.
I think this guy needs to find something he is happier with
First off, where was the rapport??
If that was good I’m going to be great at this because I was just yelling at the screen YOU’RE TOTALLY SCREWING UP!’
if you cold called like that in my company you would be sacked..
You should never downplay your competitor and 2 what if they tell u they are fully satisfied with their financial advisor?
Your goal on the cold call is not to get them to switch from their advisor to you. It is schedule a call to talk more / set an appointment. With that, it does not matter whether they are happy or not because that is not a valid reason to not talk. When you talk more, you can learn more and possible find a reason for them to change.
The beginning was close to how I used to call. But, he had no personality. And too scripted. If somebody says they have an Advisor, you say "Great, it wouldn't hurt to get a second set of eyes on that and make sure you're on the right track." "Are you available mornings or afternoons?"
Talk normal like you're talking to an acquaintance and like you're doing him a favor, you're here to help, but you're not desperate. If he says no 2x-3x its a dead call. You can't say the right thing to the wrong person, and vice versa. Its a numbers game. 300 dials a day!
How do you make 300 calls a day? At my work it is 60-70 a week. Rest of the time you are meeting and preparing for clients
@@dexterdexter402 Days you dont have meetings. Client prep isnt time consuming. Have your product mix and sales process memorized and refined. All clients are the same, it just become a natural flow. Meetings shouldnt take more than an hour either.
Possibly the worst pitch I’ve ever heard 🤣
Someones email is about to get ignored.
Didn’t seem friendly at all
That call was TERRIBLE..... what are you talking about. The caller didn't establish any rapport, cut way too the chase, and didn't even try to understand the person. Geez I could've done way better than that and I'm a newb.
Good for you.
Sounds like your in good hands?! Based hhwwhhaat exactly? Sounded like he was running on treadmill with all that heavy breathing. F-
Way too aggressive. 90% of people would have hung up during the opening volley.
🔥
rookie mistake. Start with the product doing all the talks. Prospect is definitely lost after 10 seconds.
This guy has more personality then a nail..You could at least sound enthusiastic.
Right 😂
Worst cold call I’ve ever heard in my life. Period.
bad call no totality no enthusiasm etc
Yea this is making me cringe.
Cold calling is extremely intrusive and annoying