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Radiant Chat Scripts

The Executive - The Wealthy Advisor

The Money Maker Script
This campaign is a simple and easy way to build an incredibly high-quality pipeline of referral partners in your local market and the beauty is that it is totally free!
The first thing that you do is add the following questions to your mortgage application.
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Table Description automatically generated with low confidence
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Then you take the professionals that are listed on the document and you have your Executive Concierge call them using this script.
PROFESSIONAL SCRIPT
Hello FIRSTNAME,
My name is CONCIERGE NAME calling from LO NAME’s office. 
We have a mutual client that we are working with to help them with their financing. 
You came highly recommended! 
LO NAME asked me to reach out to make sure that you had all of the up-to-date information for tax time and let you know that it’s a great time for you to reach out and reconnect with the client.
It’s typical for a client to make multiple large purchases or need investment advice after getting their financing and we wanted to make sure you didn’t miss the opportunity.
We also regularly get clients that are not currently working with INSERT PROFESSION NAME and we would love to get to know you a bit better and get you on our preferred vendors list.
Would you have 15 minutes for a quick call with LO NAME on DATE and TIME?
GATE KEEPER SCRIPT
Hello FIRSTNAME PROFESSIONAL Please.
May I ask who is calling?  This is CONCIERGE NAME with LO NAMES office with COMPANY NAME.
We have a mutual client together CLIENT NAME.
PROFESSIONAL is in a meeting.
I understand and I’m glad you're busy!  We have been hearing amazing things about PROFESSIONAL NAME and the entire business over there!
My name is CONCIERGE NAME calling from LO NAME’s office. 
LO NAME asked me to reach out to make sure that you had all of the up-to-date information for CLIENT NAME for when tax time rolls around and to discuss adding HIM/HER to our preferred referral partner list.
Would you be the right person to help schedule a quick 15-minute call for PROFESSIONAL NAME and  LO NAME to connect?
YES - Ok great.  Do you mind if we book something tentative now and if something changes in the future we can reschedule?
NO - Ok would you be opposed to connecting me with the right person to make this meeting happen?
Book the appt OR book a follow-up time to call back to connect.
Want to print your doc?
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