When we are generating IFA Leads, we divide the call into 4 parts, the introduction, expansion, home run and the benefits.
This post will look into more detail as to what should happen in benefits part of the call. The benefits part, like the expansion part is the most unscripted part of B2C Cold calling process.
It re-caps the main key benefit of the appointment with the IFA. At this point I should make a distinction between features and benefits, which is commonly confused.
Features are defined as surface statements about your product, such as what it can do, its dimensions and specs and so on. ie. the initial appointment with the IFA is free of cost and with no obligation.
Benefits, by definition, show the end result of what a product can actually accomplish for the reader. ie. The appointment could increase your pension.
Here are the top 10 benefits of a pension review with an IFA. They are:
- Increase your final pension
- Check existing charges
- Reduce your charges
- Final pension projection
- Increase your tax-free cash
- Consolidate your existing pensions
- Up to date information
- Give yourself peace of mind
- Ensure your loved-ones receive the proceeds of your pension free of tax
What will happen at the appointment is that the IFA will write to your pension firm from which he will prepare a report. From this he will make any recommendations if he can better what you currently have. The review will have the intention of checking your existing pension charges which will increase your retirement income and will also give you a final pension projection. It will also serve to give you the latest up to date information.
Just to confirm your address and postcode______________.
What will happen next is that you will receive a confirmation email including a profile of the IFA advisor with FCA reference numbers. We will also confirm with a text. Should you not be able to make the appointment and need to reschedule please just call us and we will be happy to reschedule. Contact telephone number will be on the email. The details of this campaign can be found on our website: www.ifa-direct.com under about us.
Ryan Mellor, Co-founder at RMT Direct
If you are a financial advisor and you would like to work with us, please visit RMT Direct.