Data-Driven Cold Call Tactics That Get You Heard

Discover how enhanced data fuels powerful cold calls, why transparency wins meetings, and the one trait you need in order to become a successful cold-calling machine.

You’ve heard that cold calling, in addition to being super difficult, simply isn’t worth the squeeze. People screen their calls, leads hang up before you can get two words out, no one ever buys over the phone anymore—why would any sales professional want to suffer through the aggravation of such an inefficient tactic?

In this week’s Stay Paid episode, we answer this question while staunchly advocating for cold calling as a proven means for real estate agents, financial advisors, and other professionals to successfully schedule meetings with potential clients. But results don’t come from making random calls and spouting rote scripts; it takes planning and a commitment to your process and value to find true success with this strategy.

Joining us are the data-driven cofounders of WealthFeed, Rylan Folts and Sam Kendree. They provide independent financial advisors with prime leads by tracking real-time “money in motion” triggers—a.k.a. life events—that typically indicate a need for financial advice. Armed with WealthFeed’s intel, their advisor clients reach out through various channels, including cold calling.

Listen as we discuss . . .

• Data-driven dialogue: How access to enhanced data will indicate who you need to call and what you need to say to start genuine conversations.
• Cold-calling reluctance: The real reason why sales professionals don’t get results when cold calling and simply give up. (It’s not the rejection.)
• Transparency: Why stating the obvious and revealing your bottom-line motive for calling will earn you relationship points with leads. Done well, you can get them to become equally excited about meeting with you.

Thanks for listening!

Connect | Resources

Websites

• wealthfeed.com
• catalyzeai.com

FREE resources

• Webinar: Unlocking Organic Growth: A Blueprint for Advisors to Automate a Growth Machine with Money-in-Motion Data and Direct Mail
• Webinar: An Explosively Innovative Way Agents Can Get Listing Leads in a Shifting Market
• E-book: Guide to Cold Calling

Visit our Resource Library for free resources, including additional e-books, printables, and lead magnets to attract new leads.

Have a question you’d like us to answer? Send us an email at podcast@remindermedia.com, or shoot us a DM on Instagram @staypaidpodcast.

Are you interested in working with Luke and Josh to improve your marketing, get more referrals, enjoy more repeat business, and begin living the life of freedom you deserve? Download a FREE SAMPLE of our personally branded magazines, and CLICK HERE to get a special offer just for Stay Paid listeners!