Membership Call Tracker Volunteer Phone Script to use for Members Up For Renewal
< Don’t just read the script, make it your own. Be conversational and make it your story when you talk about how FSP membership has benefited you. Let them hear the pride in your voice when you talk about the benefits of FSP membership. Remember, you are reaching out to a colleague to encourage them renew their membership because it will give them the professional edge.>
IF YOU REACH VOICEMAIL
This is (state your name) and I am a (state your position with national or local Chapter) and I am calling on behalf of the Society of Financial Service Professionals (FSP).
The purpose of my call is to offer you a friendly reminder to renew your membership. I’ve received so many benefits from being a member, so I know how important this membership is – I hope you agree. If you would like to renew by credit card online or monthly autodraft from your checking, you can go to www.financialpro.org and click on the “Join/Renew” button at the top of our home page. You can also renew over the phone by calling the Society’s Member Service Department at 1-800-392-6900. They can also send you another dues statement if you need one. Again, this is (state your name) calling you about your FSP Membership.
LIVE PERSON REACHED
Hi, may I speak with (name of Member up for renewal)?
This is (state your name) and I am a (state your position with national or local Chapter) and I am calling on behalf of the Society of Financial Service Professionals (FSP).
I first wanted to thank you being a member of FSP and let you know that according to the membership department you have not yet renewed your membership. I hope this is an oversight but I wanted reach out to you to find out, are you planning to renew?
PLANNING TO RENEW
1. Planning to renew…on the phone
Great, I’m glad to hear that. If you’re like me at all, you understand the benefits of membership and the importance of being a member of our organization, especially in this economic environment.
I can renew you now over the phone if you have a credit card handy or take the information for monthly autodraft from your checking account.
. If yes to credit card or autodraft: o Review their dues amount with them, including their Section selection
1 o Enter any changes to Sections in comments Section.
2. Member Wants to Renew Online
You can go to the FSP Web site at www.financialpro.org and click on the Join/Renew link at the top of the home page to renew online with a credit card or by bank draft. On the Join/Renew page you will be prompted to enter your user id (use your email or member id) and password (your last name). This will pre-populate the online renewal form with your information. I can send you the link now – it will just take you a few minutes. We have your email address as ___from Membership Call Tracker___ I’m sending it now.
3. If member wants to mail in a check…or fax in credit card
Great, do you have an invoice? The mailing address and fax number are on the invoice. Oh you don’t have an invoice; I can have FSP national office send you an invoice if you don’t have one. What is your email address? Okay, I’ll be sure you get the invoice.
4. If member wants to call in to 800# to renew… Great. Let me give you the number of Member Services: it’s 1-800-392-6900, they are available Monday through Friday 9am to 4:30 pm eastern time.
Wrap-up the call
Thank you for your time and your continued commitment to FSP. I hope to see you at one of our events soon!
If NOT RENEWING IT WAS NOT AN OVERSIGHT OR THE MEMBER IS NOT SURE THEY WANT TO RENEW.
I want to encourage you to renew. As an FSP member myself for (x number of ) years, FSP has played a major role in the success of my career. I have grown professionally, expanded my knowledge base and resources, and my networking circles both locally and nationally. And I believe our membership and FSP is critical to enabling me to stay current, especially in this economic environment.
Examples of personal experience to start…
1) During the last meeting/CE event I was able to a) make new contacts that have already paid off in referrals b) complete all of my annual CLE requirements c) learned about a new planning technique or tax code that will benefit my client
2 2) I am a member of many sections and it has
3) Access to the FSP Web site and e-discussion groups has … a) saved me time and money in research hours b) helped me get great advice on tax regulations/issues and second opinions on my cases through the FSP e-discussion groups from fellow members from across the country.
FSP MEMBERSHIP BENEFITS OVERVIEW
Benefits (caller can refer to the benefits here) – if lapsing members question – also add your experience as appropriate:
. Continuing Education through local and national events, plus online education 24/7 through archived library of audioconferences and podcasts.
. FSP e-groups – a unique online networking tool that offers give you an opportunity to tap into the knowledge, insight and experience of your colleagues. – give you instant access to ask a question about a planning technique or tax code, and share information, opinions, and strategies with fellow FSP members all across the country.
. FSP Archived Audioconferences – offer you valuable education 24/7 right from the FSP Web site.
. FSP Professional Interest Sections (9) – a networking resource that will allow you to connect with other financial service professionals through a newsletter and through e-discussion groups made up of members who practice in your area of the business:
Business and Compensation Investment Management Employee Benefits Leadership and Management Estate Planning Qualified Plans Financial Planning Retirement Planning Risk Management
. One Section is free with membership, or you can add an additional Section for $35 or as many as you like for $60.
. The Journal of Financial Service Professionals – the renowned publication comes to members as part of their membership and all past issue are online and searchable—a great research resource.
. On line Library with key word search capability – the FSP Web site is content rich with publications and continuing education resources that all can be search by key word. It’s like having your own personal research assistant.
You can see that FSP provides many benefits and opportunities to keep you current and connected. is working hard for you. Are you sure you don’t want to renew today?
MEMBER WANTS TO RENEW:
3 GO TO BEGINNING OF SCRIPT PLANNING ON RENEWING AND FOLLOW SCRIPT FROM THERE ON TAKING PAYMENT
STILL NOT SURE THEY WANT TO RENEW
Okay, well thank you so much for your time. Please feel free to call FSP if you have any questions or if you decide to renew. I’ve enjoyed speaking with you, and I hope to see you at an FSP event some time soon.
NOT GOING TO RENEW
As a long-time member, I’m always interested in how FSPcan better serve its members. Would you mind telling me why you’ve decided not to renew?
Wrap-Up
Thank you for your time and your support of FSP. And you’re always welcome back! Have a great day.
Comments Received
Don’t forget to fill in the comment box with any changes that need to be made to their record. If the member has a reason for not renewing, or has a suggestion, please enter here also.
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