For financial advisors
Prospective clients need to trust you before they move their money. Rep·Ramp grades how well you uncover goals, address fees and ask for the commitment.
From a scorecard
Prospect
“Your fee seems high compared to an index fund.”
What reps often say
“Well, we do a lot more than an index fund.”
Say this instead
“It's a fair comparison. An index fund is a great investment, but it won't plan your taxes or your retirement income. Based on what you told me about the house and the kids' school fees, here's what the plan does that the fund can't.”
Yes. Long meetings are fully transcribed and graded.
Add your methodology in Settings and grading takes it into account.
Also for
Book a 30-minute demo and we'll walk you through it with your own script and your own calls.