Hello Insurance Agents University! 4 months ago I shared the exact script we use to book appointments with business owners making $500K-$10M in annual profits. That video blew up. Since then, we've made significant changes to the script based on 4000 additional calls booked, and real feedback & data from the agents using it. This is the updated version. → [YouTube Link] What changed since the last version: ✓ Refined the opening 30 seconds, the part where most agents lose the prospect before they even get started. ✓ Tightened the CPA pre-frame so it actually sticks through the entire sales cycle. ✓ Improved qualifying questions for higher quality appointment and higher show rates. The numbers with these changes: - Over 10,000 qualified appointments booked in 2025 - 66% show rates (industry average is still 40-50%) - $50,000+ in average base premium per case. If you watched the first version, this one will show you exactly what we changed and why. If you didn't, start here, this is the better script. Watch it: [YouTube Link] Then let me know what you think. I read every message. Talk soon, Pavel Boissonneault Co-Founder | Fondako Media & The High Ticket Agent Blueprint P.S. , If you're tired of prospecting entirely and want us to hand you 8+ qualified showed appointments per month with business owners who actually have tax problems worth solving, send me a message on Skool.

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I made $4,788 in a day by staying on the phones (actually making dials) and sticking to the script, re-framing and building a WHY… 🙌🏾

Gene Santos has been in the industry 13 years. He's worked with 3 other marketing companies before. None of them delivered. Within his first 8 small business owner appointments, he turned $4,000 in invested into $37,000 in submitted commissions, and has more cases still working through the pipeline that aren't even counted in that number. His words: "As a business owner and advisor, a 10x return on ad spend is what we're looking for. That's crazy." But the part that stuck with me wasn't the 10x. It was this: He said we're one of the only media companies he's worked with that has a professional process and is genuinely invested in the advisor's success. That's not a scripted testimonial. That's a guy who's been burned 3 times saying it on a live call without being asked. Here's what I think most advisors get wrong about lead generation: They look at the first month's ROI in isolation. This advisor gets it, he's not just measuring cash-on-cash return. He's measuring the new cold market he now has access to. Every business owner he meets through us is a door to referrals, investment planning, group benefits, estate work. The $37K is the floor, not the ceiling. That's why he's already referring 4 other advisors from his network to us. His exact words: "They're seeing the success I'm having. If I'm putting my money where my mouth is and getting results, they want to do it too." Here's the full 4-minute clip if you want to hear it straight from him: [YouTube link] If you've been thinking about adding qualified business owner appointments to your calendar, we should talk!

This one's behind-the-scenes. I put Leonardo, one of our senior appointment setters at Preserve Wealth Group, on the podcast. In the last 4 months, Leo has personally spoken to 358 business owners. He booked 81% of them. 78% of the ones he booked actually showed up. The industry average show rate for marketing-generated appointments is 40-50%. We talked about the part of the process most agents never see, the conversation that happens between the ad and the appointment. A few things we got into: — What business owners want in the first 30 seconds of every call — The moment they go from skeptical to engaged — The 3-phase framework Leo uses to qualify and book at 81% — Why disqualifying business owners protects your calendar — How we maintain a 78% show rate when the industry sits at about 50% — The one question to ask any marketing company before you hire them If you've ever wondered why some agents get qualified, committed, prepared business owners on their calendar, and others get ghosted, this episode answers that. — Pavel