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Closing Script

Hi, is ________________ there?

Hey _________________________! __________________, calling from (your


companies name), in (your companies’ location)? How you doing today?

Okay, great! Now, if you recall, you spoke to one of my assistants about ten days
back, and he sent you out some information on our company (your companies name),
along with a copy of the book, How to Win in the Stock Market With Zero Risk. Does that
ring a bell?

Okay, great! Well, the reason for the call today is that, right now, we’re in the process
of closing out our flagship hedge fund, (your companies name), Tax-Free Spread Betting
Fund. It’s basically our premier fund, where we’ve been making our clients (double-digit
returns, or whatever is currently accurate), trading blue chip stocks like Barclays, BP and
Vodaphone, using a very powerful hedging strategy that gives you very little downside
risk. If you have sixty seconds, ______________, I’d like to share the opportunity with
you. You got a minute?

Okay, great! Now, when you spoke to my assistant, _________________, the other
day, you told him that you were currently investing your money in ___________

(This is the part of the sale where you need to get into very tight rapport with him and
establish yourself as an expert by reviewing the information he offered on the last call
and asking him to elaborate a bit more on his answers. Your tonality and demeanor is that
of a doctor who is reviewing the intake chart that was prepared by a nurse. As you recite
his previous answers to him, say things like: “So, when you spoke to John last week, you
said ____________. Is that correct? Tell me a bit more about that.” How long have you
been struggling with finding a broker or a fund who can give you the return you’re
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looking for? What do you think will happen if you don’t do anything about this? Do you
see it getting worse, staying the same?”)

Okay, great! Well, based on everything you’ve just said to me, this program is
definitely a perfect fit for you. Now, let me just give you a brief background on the fund
and then our strategy.

Now, as I said before, the actual name of the fund is _____________________, and
this is basically the hottest model right now on Wall Street for managing a retail client’s
money. All the major brokerage firms like Goldman Sachs, JP Morgan and Barclays, are
all launching retail hedge funds, so they can start their giving average clients they same
type of staggering returns they’ve been getting for their institutional clients in the past.
Now, how familiar are you with the hedge fund model we use?

No matter what he says, educate him make on all the benefits of the hedge fund
model using the following language pattern:

Exactly! It’s basically similar to how a mutual fund works, in terms of that your
money is being managed by a team of professional traders who have a very strict set of
risk protocols, so you can get the percentage return you’re looking for without getting
your principle wiped out, like when you’re working with a stockbroker.

You see, when a stockbroker trades for you, he makes commission on whether you
win or lose on the trade. But with a hedge fund, you only pay a commission on the profits
we make; you don’t pay any commission if there are losses. Now the standard split in he
hedge fund business 20% of the profits, plus a 1% management fee, to pay the basic
expenses of the fund.

Let me give you an example (you can ask him to grab a pen and paper at this point
and have him wrote the following numbers down as you explain the formula): let’s say
you invested $100,000 and we get you a 50% return this year, which means you would
make $50,000 profit, which is pretty damn good, right?
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Exactly! Then our commission would be 20% that, which is $10,000, and you would
still net $40,000, which is 40% return, which is still pretty amazing, right?

Exactly! And if for some reason the fund didn’t make you money, then we don’t
charge you a dime. In fact, we even waive the 1% management fee we charge if the fund
doesn’t return you at least 10% per year; so, this way, our interests are perfectly aligned
at all times. If you don’t make money we don’t make money. Make sense?

Okay, great. Now, you said earlier that right now you’re only getting a 3% return in
the bank, so if we can get you 10% to 20% return, year in and year out—and that’s 100%
tax free, by the way—that’s obviously something that you’d be very interested in,
correct?

Exactly! Of course it would.

Now, let me explain to you exactly how the fund’s spread betting model works and
how it allows us to actually leverage your money, while dramatically reducing your
downside risk.

Now, for starters, we’re dealing exclusively with spreads based on the FTSE 100
Index, which is where the bulk of pension funds and insurance company portfolios invest
their money. To make our decisions, we really on both fundamental and technical analysis
—fundamentals, meaning, what’s actually going on with a particular company, in terms
of earnings, assets, their balance sheet and; and then we use technical analysis, which the
things like moving averages, relative strength, momentum indicators, to identify trends
and opportunities, so we can time our trades as perfectly as possible. And then we work
with stop losses to offset the volatility and risk.

Now, in the past, these are the strategies that have been had used strictly by
institutional hedge funds and large money-center banks. Average investors, like yourself,
were simply boxed out of market, because the wholesale hedge funds catered only to the
ultra wealthy, with minimum investments of at least $1 million. Only now are they finally
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starting to open up the hedge fund market to the average investor, so they can give them
the same types of returns.

Now, in terms of the (your fund’s name), the key to making money in a situation
like this is to invest in the fund now, before we close it out, because we’re limited to a
certain number of investors for each fund we launch. And this particular fund is our
flagship, where we’ve been getting our clients returns that have been nothing short of
staggering (make sure this is still the case when you say it, or tone it down if your returns
aren’t as good at the time)

Now, opening an account with my company is very simple. It’s just a question of
your name, some basic information, to get your account set up, and then we have our
customer support department work with you to get everything set up, so you can keep
track of your profits 24-7, either on your home computer or your smartphone, through our
proprietary phone APP. Now you’re not actually sending me a dime. All your funds are
going directly into your own brokerage account at ETX Capital, which is one of
London’s largest financial institutions, with over $3 billion in capital, and in business for
almost 50 years. And like I just said, ____________, you’ll be able to keep track of your
profits 24 hours a day, seven days a week, right on your smartphone, with our proprietary
iPhone app, so you can watch your profits grow.

And believe me, _______________ if you do even half as well as the rest of
clients in this fund, you’re going to be very, very impressed. Sound fair enough?

If He Agrees, Then Say:

Okay, great. Now, let me just make sure I have all your correct details. Your full
name is ________________, correct? (Capture all necessary account info: name. address,
home number, cell number, email—then say…)
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Now, as far as the actual wire transfer goes (go through set up …)

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