How easy is it to make appointments with the prospects identified in the Questionnaires?
The percentage of Questionnaires that you will be able to convert into appointments will depend on two factors: 1. Your skill and effectiveness on the phone, and, 2. The degree to which you use the “Total Financial Health” concept as opposed to identifying yourself as being mainly interested in selling one product like life insurance or investments too soon into the contact. We know that our subscribers who are able to appoint 50% of the Questionnaires are phoning the members, identifying themselves as being “affiliated with The Canadian Financial Security Program – the website you recently visited for financial information like the free Will Kit or book on tax savings (etc.)” and offering to help them with their “total financial health”. The Subscriber’s Manual, which you will receive when you become a subscriber, explains this in greater detail. The “Total Financial Health” concept is a very effective “door-opener”.
