| Title: How Do You Turn Personal Contacts Into Clients? |
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Question:
My Agency Manager regularly mails out letters to Orphan policyholders introducing me as their new financial professional. The end of the letter states that I will be calling them to arrange a convenient time to meet, introduce myself, and also provide them with a review of their existing policy. Unfortunately, I usually wind up leaving a message and very often receive no return phone call. Can you provide me with some effective “message” language that I could use to increase the probability of getting a return call? |
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Answer:
The key to converting social meetings into leads is to keep who you are separate from what you do. Thus, the following transition language has helped many successfully convert leads into clients. Now that we have spent time together personally, I would like the privilege of introducing myself to you professionally. Let’s have breakfast or lunch one day next week and after we have a conversation, we can decide whether we should bring it up again. What day next week would be best for you, Tuesday or Wednesday? Practice and use this as your tool to open closed doors. |
