Straight to voicemail: The expert message formula to help you convert more leads into business

By Christina Bentley on February 10, 2020

A strong voicemail can go a long way

Since its introduction in late 2019, Apple’s Silence Unknown Callers feature has helped millions avoid spam and robocalls.

But this spells bad news for financial advisers. Its scattergun approach means your calls to leads and prospective clients may be blocked, especially as this feature becomes mainstream.

This makes voicemail a critical part of your contact strategy in convincing leads that you have their best interests at heart.

How does the Silence Unknown Callers feature work?

Apple’s iOS 13 feature is simple. If the recipient receives a call from someone that isn’t in their contacts list or recognised by Siri Intelligence, it’ll go straight to voicemail.

If your name or firm isn’t in their Mail, contacts or messages, you won’t get through. So leaving a voicemail is essential.

Here are our proven tips for crafting a voicemail that gets results.

The voicemail script

When a warm lead doesn’t answer your calls, don’t go on to the next prospect without leaving a message.

Lead Tech’s partner services team have developed a proven voicemail method that works. Voicemail is one of the many topics covered in the call handling training we offer as part of our Partner Success Programme.

The programme helps our top-performing partners achieve an average 60-65% contact rate.

This formula can also help you to increase your chances of converting new leads:

Hi [Lead Name], this is [Your Name], from [Your Firm/Company Name].

I’m calling because [Reason for calling]. I’d love to have a chat about how I can offer [Benefit/value/service you can offer].

My number is [Your Number]. I’ll be in the office until [Time] today. I’ll follow up with an email tomorrow. I look forward to speaking with you soon, [Lead Name]. Bye.

How to deliver your voicemail

Even the most seasoned professional can mix up a phone number or forget to mention the name of their firm – especially at the end of a long day.

This is your best shot, so practice is fundamental to delivering a voicemail message that gets results.

Here are the fundamentals every voicemail should include:

  • Introduce yourself
  • Address them by name
    • Use the name included in their voicemail greeting
    • If there is no voicemail greeting, explain who the message is for
  • Why you’re calling
  • Your availability
  • Your phone number
  • How you’ll follow up

Script example:

Hello, John. This is Mark from ABC Wealth Management. You downloaded our guide to financial planning from our website. We’ve helped many people like yourself achieve their financial goals and I’m sure we can work out a plan for you too.

Give me a call back on xxxxxxxxxxx when you have a few minutes. I’d like to invite you for a free, no-obligation consultation. I’ll follow up with a call tomorrow, but feel free to get in touch before then if you have any questions. I look forward to speaking with you soon. Bye for now.

Lead Tech’s best practice tips

  • Be brief: Keep your voicemail under 20 seconds, but don’t rush.
  • Be yourself: Build rapport by reminding your lead that you’re human too.
  • Be positive: Smile as you talk – they’ll hear it in your voice. A dull monotone will make you seem uninterested, or worse, bored!
  • Be confident: An authoritative tone builds trust, especially with leads that have never taken advice before.
Grow your business with Lead Tech

Lead Tech provides high-quality leads for the financial advice, equity release, retirement and private medical insurance markets.

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