Better Redirects & Powerful Questions

Better Redirects

• Our deal has never been bigger.

• Our deal and the market is at an all-time high. There has never been a better time to look.

• If I set 20 meetings a month for (manager) maybe one of those is a guy looking to make a move right now. So, for you to meet and not move is business as usual.

• One thing for sure is that change is going to happen, and sometimes it’s not for the better. That’s why it’s always good to have a point of contact!

• Wells Fargo has spent over a billion dollars in the last 3 years on technology.

• Enhanced payout across the grid

• Nobody thinks to are moving right now and I won’t misrepresent you to the manager

• We have opened are independent channel to all advisors.

• With all the rebranding we have done you owe to yourself to hear our updated story

• We’ve made a lot of changes recently to become the most advisor-centric firm on the street.

• You have insurance on everything important in your life house, kids, spouse. Having (manager) as a point of contact could be that insurance for you one day.

Powerful Questions

• When was the last time you sat down with someone from Wells Fargo?

• Given the power, what is one thing you would change about your current firm?

• Do you ever take these types of meetings just to make sure you are in the right place?

• Are you going to retire at (current firm)?