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Concierge Meetings

Concierge Meetings

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Concierge Meetings

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  1. Concierge Meetings

  2. How To Set Up Concierge Meetings • Drop Mailer • Phone Script Sheet – Step 1 & 2 • First Appointment (Kit & Gift Cards) • Second Appointment

  3. Drop Mailer for age 60-85, assets of $100,000+, and within 15 mile radius of your office. David Pantin 425 East Spruce Street Tarpon Springs, FL 34689 Toll Free: 866-885-4468 x1503 Office: 727- 772-8889 x1503 dpantin@imagemedia.com www.imagemedia.com

  4. #2 Advisor: • Qualifying Questions • Appointment Set • # 1 Assistant: • General Info • Callback Date/Time

  5. First Appointment

  6. Client: • Fill out their information

  7. Client: • Sign for privacy

  8. Advisor: • Use to get information needed to build a case

  9. Include In Kit: • Business Brochure (Bio, Services) • Business Card • Pen or Magnet • Information on Financial Products • Newsletter • Gift Cards • Gift Cards: • Buy at Costco or Sam’s for discounted price (i.e. 4 $25 cards for $80) • Give each person $25 gift card ($50 per couple)

  10. Second Appointment