It’s important to follow up on all contacts, not just those who expressed specific interest in doing business right away. Keeping your name in the forefront of potential clients’ minds not only leads to business from them, but they are more likely to refer you to others. Use this quick script to follow up with contacts. “Hello, this is Your Name, how are you? I was calling to see if you’re still considering the financial choices we discussed? Would you like to meet to go over the data so you can make a better decision? What time is the best for us to get together?” Remember to ask “when” you can schedule the meeting, not “if.” Always assume that there will be an appointment.

Have a good one and let me know if you need anything.