Telephone Appointments in 4 easy steps

in less than an hour

  • In under an hour, Bernie shares valuable tips and techniques with the 4 stages of how to make rejection-free calls.

  • Solve telephone procrastination forever.

  • In this fast-paced audio interview, Bernie shares his valuable methods to make appointments quickly.

If you have a full diary of quality appointments, then getting new clients is easy.

Course curriculum

  • 1

    Welcome to the course!

    • How to use this course

    • Before we begin...

  • 2

    Telephone Appointments in 4 easy steps in less than an hour

    • Telephone introduction

    • How often should advisors make calls

    • How long should a calling session last

    • What types of calls are there

    • Pace and Volume

    • Structure of a call 4 stages

    • Stage 2

    • Stage 3

    • Stage 4

    • Telephone roleplay

    • Blended learning

    • How to deal with awkard questions

    • 7 tips before a call

    • 7 tips during a call

    • The week leading up to the call session

    • Plan for the telephone session

    • Call ratios

    • Tips for the different types of calls

    • The difference between a professional introduction and a client

    • What happens in the coaching sessions

    • Answering machine message

    • Final words

Your Coach

Speaker, Author, Executive Performance Coach

Bernie De Souza

Bernie De Souza is a World-Renowned International Speaker, Best-selling Author and leading authority in helping Professionals to get more clients with these key skills.

Bernie specialises in helping professionals with client acquisition, by explaining the exact words to use, to influence prospects and clients with Integrity to say yes please, more easily.

Bernie has spoken in over 50 countries helping people with skills like how to close more easily, how to fill their diaries with quality appointments and get Automatic referrals plus many more skills.

Bernie teaches these specialist skills at conferences, workshops, one to ones and blended learning programs.