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Are you making these calls?

As technology becomes more and more prevalent in our society, financial institutions have gone through an interesting phenomenon. They used to see the client all of the time because they HAD to come into the branch to accomplish everything.


How to Script the Introduction to a Call

The following is a three-step introduction you can use for any outgoing call:

1. Introduce yourself and the company you work for (slowly and clearly – remember to breathe!) and make sure you’ve got the right person.


Dealing with Call Reluctance and Scripts

Some Hints on How to Help Someone Overcome Call Reluctance: