www.getwsodownload.

com
www.getwsodownload.com

GENERIC  HEDGE  FUND  

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 JORDAN BELFORT
www.getwsodownload.com
www.getwsodownload.com

GENERIC HEDGE FUND

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*DISCLAIMER:  The  names  and  businesses  in  these  scripts  are  fictitious  and  made  up  for  these  examples  -­  replace  
all  names  and  company  information  with  your  own

H i is John there?

Hi, John! Matt Henry, calling from Capital Investment Partners, in

London. I trust you’ve well today.

Now, John you may have heard of Capital Investment Partners. We’re the sole
marketing arm of Acme Capital Investments, one of London’s first retail hedge
funds specializing in strategic spread betting with companies like Big Bank, Big
Oil and Big Tech? Are you familiar at all with the hedge fund business or is it
new to you?

If he says “yes”

Okay great! So you know that hedge funds are basically the investment vehicles
of the financial elite—where people like Sir Robert Bigbucks and Mark
Megamillions, put their money to work, to get those double-digit returns you
read about, while they hedge their downside risk. Does that make sense?

If he says “no”

© 1989-2015 Jordan Belfort and/or Global Motivation, Inc. All rights reserved. www.JordanBelfort.com
 JORDAN BELFORT
www.getwsodownload.com
www.getwsodownload.com
Okay, well, basically, hedge funds are the investment vehicles of the financial
elite—where people like Sir Robert Bigbucks and Mark Megamillions put their
money to work and get those double-digit returns you hear about, while they
hedge their downside risk. Does that make sense?

Now, the reason for the call today, John, is I simply want to send you some
information on the company, Capital Investment Partners, so you can get a
sense of just how much money they can make for their clients, and then have
one of our senior partners get back to you down the road to discuss things in
more detail. Does that sound fair enough?

Okay great! Just a couple of quick questions, so I don’t waste your time:

1)   Do you currently invest in the stock market right now? Any stocks, bonds
or mutual funds?
2)   Do you invest that money yourself, through a discount broker, or do you
have a broker who actually makes recommendations to you?
3)   Any other investments you typically make ... anything you’ve done well
with or not so well with?
4)   And what would you say your primary goal is when you’re investing? Are
you looking to grow your money for the long term or for monthly income?
5)   And what kind of work are you currently doing right now—are you self-
employed or do you work for a company?
6)   And how much do you currently have in the market right now, just a
ballpark?
7)   And when you like an idea, how much do you typically put into it?
8)   And how would you say your liquidity is right now? Are you liquid to make
new investments or is it more about moving something around?

(Ask any other questions you feel are relevant based on his replies.)

Okay, great! Well, let me say this: based on everything you’ve just said to me,
the program over at Acme is definitely a perfect fit for you. Now, let me just
make sure I have your correct contact info here. Is it _____________?

© 1989-2015 Jordan Belfort and/or Global Motivation, Inc. All rights reserved. www.JordanBelfort.com
 JORDAN BELFORT
www.getwsodownload.com
www.getwsodownload.com
Okay great! I’ll get that out in the Post to you, straight away, and have one of
our senior partners get back to you in the next few weeks to discuss things in
more detail. Sound good?

Great! Have a nice day.

© 1989-2015 Jordan Belfort and/or Global Motivation, Inc. All rights reserved. www.JordanBelfort.com