Financial Sales Template

Nicholaus 2022-03-25 09:01:10

Boiler Room

Boiler Room

A:

Every card is an opportunity

This is a good head, people on these cards buy stocks

Your job is to call them and get them interested

You haven't started selling stocks, you are selling dreams

Let them in and tell them a month from now the senior broker will take it back

B:

So who are these people?

A:

The average customer is 45 years old, the annual income is 150,000, the profit is 1 million, and there is a local broker

But like the good guys in New York, these guys sound good on the phone These cards won't tell you this, it's just name, address, occupation

You gotta feel him, you know?

"Peter Davis, vice chairman of Parkes Telecom" this guy may be a squid

So feel it out, see what he thinks, the truth is, it doesn't matter all these years

With the Dow Jones stock, everyone wants a piece of the market

I can approach anyone anytime, anywhere, just give me a phone number

Once you qualify a person, send him a print pack

Very short answer, that will make you comfortable on the phone, that's the key

The whole business is dealing with the phone, playing with numbers

This is a physical contact program, the more people the better

A good broker, 700 calls a day

B:

How about the phone bill

A:

Nearly 400,000 this month

Listen to me, even though you haven't started selling stocks...

I want you to remember this number

Have you seen the movie "Golden Clan"?

(Note: A stockbroker-themed movie starring Al Pacino and others)

Yes

Do you remember "ABC", yes. always closed

By the way, "always closed" "recommendations are not sales"

This is the attitude you should have here, there are two rules for newcomers:

One: don't deal with bitches

B:

what?

A:

We don't sell stocks to women, I don't care who she is

Nancy Sinatra (famous female singer) called and you said we were sorry

They are always complaining...

you never hear the end

They call every day to ask why the stock is down and God won't let it go up

You get a call every 15 minutes it's not worth it so don't deal with women

Two: Do ​​not send materials to wood

Many newcomers worry that the other party will hang up the computer as soon as they send out the printed matter

I'll call over and say

Hi, you spoke to a new colleague of ours last month

It sucks when the other person says "not interested", isn't it?

That's the "wood" message we send is garbage, right?

It's important to tell them you have a great idea

A senior broker will call back in a month

That way they don't know that we send out a million referrals a day

We don't want our customers to think about...

You read something in a magazine, didn't you?

yes, well, so, no wood

I'm serious, no wood, well, don't get excited

hey, don't take that attitude

I'm telling you about where you're going and the nature of your work

I'm making your job easier, don't take it lightly

well

What if those people were going to buy stocks?

That's right, every call should expect this effect

If anyone wants a recommendation, make him wait

Stand up and shout "recommended"

The lead senior broker will take over to buy and sell

Not bad right,

OK

This dress is so bad, buy a new one

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Boiler Room short comments

  • Eldon 2022-04-22 07:01:34

    I can't always remember Giovanni Ribisi's tongue-in-cheek name, and every time I see him, I just think "Oh, isn't that Friends Rebisi her brother." The movie is still very interesting, especially Ben Affleck's speech is wonderful, very provocative and very brainwashing. I don't understand why Vin Diesel was invited to participate in the show. The bald-headed man with the big five and three thick doesn't look like a stockbroker.

  • Freeda 2021-12-22 08:01:38

    They don’t need to analyze the stock, they just need to pack it, sell. Mixed with father and son, I like to tell the guy who sells newspapers how to sell, so cute and confident. Suddenly thought of up in the air and the greatest salesperson in the world. PS: Is that Ben Affleck

Boiler Room pictures

Top cast

Boiler Room quotes

  • Jim Young: [Pitching to the new recruits] There is no question whether you'll become a millionaire. The only question is how many times over. You think I'm joking? I'm not joking, I am a fucking millionaire, it's a weird thing to hear, right? , it's also a weird thing to say, and guess how old I am? twenty seven, do you know what that makes me here? A fucking senior citizen, this firm is entirely comprised of guys your age not mine, luckily for me I happen to be very fucking good at my job or I'd be out of one, you guys are the new blood you are the future big swinging dicks of this firm, let me tell you what's required: you are required to work your fucking ass off at this firm, we want winners, not "pikers", a "piker" walks at the bell, piker asks "how much vacation time you get in the first year", "vacation time?", people come to this firm for one reason: to become filthy rich, we're not here to make friends, we're not here to save the fucking manatees, you want "vacation time?" go to third grade public school, first three months you start as a trainee, you make one hundred and fifty dollars a week, after you're done training you take the Series 7 test, pass that, you become a junior broker and then your opening accounts for your team leader once you open forty accounts, you start working for yourself, the sky's the limit, a word or two about being a trainee, friends, relatives, other brokers will give you shit about it, it's true, one hundred fifty dollars is not a lot of money, pay them no minds, you need to learn this business and this is the time to do it, once you pass the test, none of that is going to matter, your friends are shit, you tell them you made twenty five grand last month, they're not going to fucking believe you, fuck that, fuck them, parents don't like the life you lead? Fuck you mom and dad! You'll see how it feels when you're making their fucking Lexus payments, now go home and think about it, think about if this is really for you, listen, if you decide it isn't its nothing to be embarrassed about, this job's not for everyone, but if you really want this, you call me on Monday and we'll talk, just don't waste my fucking time.

  • Greg Weinstein: [during Seth's orientation] These are the client cards, these are our leads every one of these people buy stock, your job is to call them and get them interested in the firm, you're not actually selling stock but you're selling them a "dream" so get them "wet", a month from now a senior broker will call them back with an idea,

    Seth Davis: wait so who are these people?

    Greg Weinstein: they're average clients, forty five years old from the Midwest one hundred fifty thousand dollar income one million net, has a local broker but loves a hot shot New Yorker who sounds good on the phone, the cards not going to tell you any of that, it only has their name, address, and occupation so you got to feel them out, the truth is, it doesn't even matter where the DOW is right now, everybody wants a piece of the market, I can anyone, anytime, anywhere in the country, just give me a phone number, once you qualify the guy you send him a press packet it'll all be real easy and get you comfortable on the phone which is key, this entire business revolves around the phone, "play the numbers", this is a contact sport meaning the more people you contact the better you'll do a good broker makes over seven hundred calls a day

    Seth Davis: wait what's the phone bill like here?

    Greg Weinstein: this month was approaching four hundred thousand dollars, even though you're not selling stock I want you to memorize the quota we have here, did you see the movie Glengarry Glen Ross?

    Seth Davis: Yeah

    Greg Weinstein: You remember A.B.C.?

    Seth Davis: Yeah, Always .Be. Closing

    Greg Weinstein: that's right,Always .Be. Closing "telling's not selling", that's the attitude you want to have, the second rule you have to remember as a trainee "don't write wood" a lot of trainee are anxious to get off the phone that they steam roll the guy into getting him the press packet so they can hang up, then I call back a month later and say "hi you spoke to a junior associate of mine" and the guy says "I'm not interested", that's a shitty lead, that's fucking wood, the info we send is bullshit, the most important of the call is that is telling them you that one great idea and that a senior broker is going to call them back in a month we don't want our clients to think we're pitching them something we read in the Wall Street Journal, if the guy wants to buy stock right then, you want to go into each call expecting just that, if someone wants a recommendation you put the guy on hold, stand up and yell "Reco" at the top of your lungs, first senior broker gets on the phone, he gets the sale. I have this friend at another firm, he hands this book to all his new trainees, it's called "Rebuttal Book, it has a rebuttal for any excuse like "my wife won't let me", "I'm not in the market right now", "send me a prospects, that's all stuff you're going to have to learn later, the most important thing you need to know right now is, you can be whoever you want, change your last name, say you're the vice president who cares? Do whatever you got to do to get the guy on the line

    Seth Davis: Wait how could I do something like that? Isn't there a compliance officer here?

    Greg Weinstein: Everybody does that shit, even on Wall Street are you talking about John over there?

    Greg Weinstein: [they both look at John sitting in his office]

    Greg Weinstein: the guy's a fucking chimp, the only "compliance" work his doing is making sure my lunch is still hot when it gets here, his only here because the FCC requires it, it's the easiest job in the world.

    Greg Weinstein: [jokingly] look I think his actually masturbating right now

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