Financial Sales Template

Nicholaus 2022-03-25 09:01:10

A:

Every card is an opportunity

This is a good head, people on these cards buy stocks

Your job is to call them and get them interested

You haven't started selling stocks, you are selling dreams

Let them in and tell them a month from now the senior broker will take it back

B:

So who are these people?

A:

The average customer is 45 years old, the annual income is 150,000, the profit is 1 million, and there is a local broker

But like the good guys in New York, these guys sound good on the phone These cards won't tell you this, it's just name, address, occupation

You gotta feel him, you know?

"Peter Davis, vice chairman of Parkes Telecom" this guy may be a squid

So feel it out, see what he thinks, the truth is, it doesn't matter all these years

With the Dow Jones stock, everyone wants a piece of the market

I can approach anyone anytime, anywhere, just give me a phone number

Once you qualify a person, send him a print pack

Very short answer, that will make you comfortable on the phone, that's the key

The whole business is dealing with the phone, playing with numbers

This is a physical contact program, the more people the better

A good broker, 700 calls a day

B:

How about the phone bill

A:

Nearly 400,000 this month

Listen to me, even though you haven't started selling stocks...

I want you to remember this number

Have you seen the movie "Golden Clan"?

(Note: A stockbroker-themed movie starring Al Pacino and others)

Yes

Do you remember "ABC", yes. always closed

By the way, "always closed" "recommendations are not sales"

This is the attitude you should have here, there are two rules for newcomers:

One: don't deal with bitches

B:

what?

A:

We don't sell stocks to women, I don't care who she is

Nancy Sinatra (famous female singer) called and you said we were sorry

They are always complaining...

you never hear the end

They call every day to ask why the stock is down and God won't let it go up

You get a call every 15 minutes it's not worth it so don't deal with women

Two: Do ​​not send materials to wood

Many newcomers worry that the other party will hang up the computer as soon as they send out the printed matter

I'll call over and say

Hi, you spoke to a new colleague of ours last month

It sucks when the other person says "not interested", isn't it?

That's the "wood" message we send is garbage, right?

It's important to tell them you have a great idea

A senior broker will call back in a month

That way they don't know that we send out a million referrals a day

We don't want our customers to think about...

You read something in a magazine, didn't you?

yes, well, so, no wood

I'm serious, no wood, well, don't get excited

hey, don't take that attitude

I'm telling you about where you're going and the nature of your work

I'm making your job easier, don't take it lightly

well

What if those people were going to buy stocks?

That's right, every call should expect this effect

If anyone wants a recommendation, make him wait

Stand up and shout "recommended"

The lead senior broker will take over to buy and sell

Not bad right,

OK

This dress is so bad, buy a new one

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Extended Reading

Boiler Room quotes

  • Adam: [Exchanging money for poker chips] Give me four hundred

    Greg Weinstein: What about the betting?

    Seth Davis: What were you thinking?

    Greg Weinstein: I don't know, five hundred max?

    Seth Davis: We don't usually service that level of action but I hate to turn away a new customer the thing is we might not have enough cash to settle you at the end of the night.

    Greg Weinstein: That's ok you can just pay me tomorrow

    Seth Davis: How much you want?

    Greg Weinstein: [Tosses a roll of cash on the table] Five dimes

    Adam: You had to do it, make me look like I'm at the kiddie table

    Greg Weinstein: [to Adam] "The shoe fits,"kid

    Seth Davis: [to Greg] What denomination?

    Greg Weinstein: [to Seth] How about three Puerto Ricans, two chinks and a Guinea? I don't care, mix it up, whatever you want.

  • Seth Davis: [Narrating] I was living in Kew Gardens Hills running my "biz" giving the Queens College kids to do something in between classes I was doing well.

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