Finance · Business Development & Marketing
Prospecting scripts
A set of prepared talking points and call openings used by finance business development staff when contacting potential clients or referral sources.
What it usually contains
- Cold call openings and introductions by prospect type
- Discovery questions about assets, debt, or business goals
- Responses to common objections such as "I already have an advisor"
- Voicemail and follow-up email wording
- Compliance-approved disclosure language and phrases to avoid
What the assistant uses it for
Answer questions about how to open a prospecting call, what to ask a prospect, and how to handle brush-offs or objections. Also useful for checking what language is approved or off-limits when soliciting financial business.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
More in Business Development & Marketing
Filed alongside this one.
On one AI system
Everything your company knows.
One version that counts.
You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.