If during your presentation, advisor says "can I see the booklets"
you have him open a new browser tab and go to advisorbbooklets.com
you then must guide his attention as shown on this video
You CANNOT let the advisor say "I will read through the booklet and call you back." Rather, you must guide the advisor through the booklet right THEN and close the sale.
If the advisor focuses on the content of the booklet, you must make this point "the idea of the booklet is to show the prospect that you are really smart and an expert. The booklet does not mention any products or services because you will talk about those once you meet with the prospect."
Dummy booklet account:
Download copy of booklets