Hi, this is Ryan Mellor at IFA Direct Home….

ryan mellor ifa direct
Hi, this is Ryan Mellor at  IFA Direct Home UK….How are you today?

The amount of times when running through role play with new members of staff during training that they start the conversation with “How are you today?” I have lost count.

Not only is it false, but it wastes valuable time on the phone. Your aim in a cold call is to get their interest  – deliver the hook or the point of the call  and then get them talking. You have around 20 to 30 seconds at best to achieve this.

You should start the call by saying this is “Hi this is Ryan Mellor at IFA Direct Home, the reason from my call and I don’t know if you are aware but”……gets to point  of the immediately. Stating “I don’t know if are aware” makes the conversation relevant to the person so you are immediately avoiding the classic mistake of talking at the person rather than with them.

At IFA Direct Home when we call consumers, we only use opted-in mobile data which we call during office hours. Very few people like receiving cold calls at the best of  times – but using the phrase “how are you today” when time is at a premium and you’ve never spoken to that person before is one of the most common mistakes made by telemarketers as it has the tendency to wind the person up the wrong way before you have got to your point.

The person taking the call  is much more likely to think this is a sales call leading them to think to themselves that “I am not interested.” For the sake of your own sales figures and sanity to STOP IT IMMEDIATELY!

Ryan Mellor, Co-founder at RMT Direct Leads

If you are a financial advisor and you would like to work with us, please visit RMT Direct Leads.



Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home and RegulatedAdvice.co.uk.