Modern Appointment Setting: Prospecting and Phoning for Financial Professionals

Modern Appointment Setting is a guide for direct sales people, and financial professionals in particular, who are struggling to get face-to-face appointments in today’s world. Smartphones, texting, emailing, and social media have changed the way we do business. The old rules have changed. Robo-calls have created an annoying world of “too many calls from strangers,” which makes it harder for salespeople to speak to someone new. Our new dilemma? A person will not answer you if they don’t already know you. We need to adjust our marketing, our communications and, mostly, our habits.In this book, you will learn how to . . . interplay the digital, vocal, and personal aspects of your prospecting. . . . get new prospects to pick up the phone. . . . adapt your marketing to our technological world. . . . make your networking more effective. . . . speak to your natural market with confidence. . . . clone your favorite clients. . . . create more recruiting appointments.