BDR (You)
"Charles?"
Charles (Advisor)
"...uh yeah..."
BDR (You)
"Charles - It's Alex from Optimize Wealth Management..."
Charles (Advisor)
"...uh ok..."
BDR (You)
"I'm just following up on the package we mailed out to you about our advisor platform along with a Starbucks gift card, hopefully you got both of those?"
Charles (Advisor)
"Actually, I checked my mail intake yesterday and I didn't see any package or gift card from an Optimize Wealth layout."
Objection Decision Point 1: Missing Anchor Packet