Qualification Scripts

Voicemail Script

Hi, this is [SETTER NAME] with Davinci Wealth.

I'm reaching out because you recently expressed interest in learning more about creating the retirement you've always dreamed of.

What we're most known for here at Davinci Wealth is helping our clients live their best life in retirement. Giving them the confidence to feel BOTH secure and excited about their future.

Please give us a call back at at your earliest convenience so we can discuss how we can help you strengthen your plan.

Looking forward to speaking with you soon!

Opening Statement

[INSERT LEAD NAME], this is [SETTER NAME], with Davinci Wealth, I know you're busy so I'll get right to the point.

-- Wait for confirmation --

Hi [LEAD NAME],

I saw that you showed interest in our Facebook Ad about creating a worry-free and fulfilling retirement. It’s wonderful to connect with you! Do you have a couple of minutes to chat right now?

If YES:

That’s great to hear! I’m curious, what aspect of our ad resonated with you the most? Was it the promise of a secure retirement, the idea of living your best life post-retirement, or something else that caught your eye?

-- Note Ad Feedback, then move to Qualification --

Qualification & Scheduling

*Qualify using the Qualifying Questions below:

*when scheduling appointment:

Thank you for sharing that. It sounds like you could really benefit from a detailed conversation with one of our retirement planning specialists. They can offer you personalized insights and answer any questions you might have.

Let's schedule a time for you to meet with them. This is a fantastic opportunity for you to see how our Retirement Masterpiece Process can be customized to fit your unique retirement aspirations and goals.

As I am looking at the calendar, we have a few openings on [SUGGEST TWO DAYS], would either of those work for you?

-- Get response and select the appropriate day; Book for the soonest available time if possible --

Great, we can put you down for [DAY]. Now would you prefer a morning or afternoon appointment?

-- Discuss available times and select the appropriate time --

Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?

-- Once confirmed, move to closing --

Closing Statement

Okay great! That's all the questions I have, and I have you booked for [DATE AND TIME].

I am going to pass this information on to the consultant you will be meeting with.

They are going to send a couple of reminders before the meeting, so be on the lookout for that.

Oh, and aside from a family emergency, do you mind letting us know if, for whatever reason, you won't be able to make the meeting?

-- Wait for confirmation --

Thank you! I hope you have a great day!

-- End the call --

Frequently Asked Questions

What is your address?

Hours of operations?