How can I start a conversation with a client?

by Kristianto
(Jakarta, Indonesia)

I have a difficulty in starting the conversation (opening words)...

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Please help with telephone script and what to say in first meeting

Hi and thank you for the website info.
Im a life insurance agent and believe life insurance is the best financial tool for people. Its predictable safe and guaranteed it provides consistent returns. I want to talk to people about how this vehicle can help them with putting money away for long term savings and frame the discussion around this.

do you have any ideas on a telephone approach and a conversation starter on the first appointment?

thsnk you for your help. im very excited for input

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Contacting Clients

by Joyce
(Iowa)

What is the best way to contact clients and invite them to an appreciation dinner? Should we send out invitations? We plan to invite about 20-25 people. What is the maximum number of people that should be invited?

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what is the 1st thing to do when you first meet the client?

by ful
(philippines )

What is the first thing to do, when you first meet the client?

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