If you have difficulty getting a prospect on the phone, use the followup emails (below)
There is also a follow up email in your guide How to Follow Up on Prospects that has been effective in getting clients to call you, page 6.
Also, the automated drip newsletter is effective for dripping on prospects that do not make an immediate appointment: www.advisor-newsletter.com
click on the links below to download the MS Word document
| Annuity Booklet Follow-up Letters | ||
| Letter 1 | Letter 2 | Letter 3 |
| Letter 4 | Letter 5 | Letter 6 |
| Letter 7 | Letter 8 | Letter 9 |
| CD Shoppers Guide Follow-up Letters | ||
| Letter 1 | Letter 2 | Letter 3 |
| Letter 4 | Letter 5 | |
| IRA Distribution Follow-up Letters | ||
| Letter 1 | Letter 2 | Letter 3 |
| Letter 4 | Letter 5 | |
| LTC Booklet Follow-up Letters |
| Letter 1 |