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The Second Interview – 45 Minutes

  • Set clear expectations
  • One of the things that you asked them to complete was the 5 voices assessment – What did you learn from this assessment?
    • Talk on how their voice order isn’t good or bad, but just helps you understand what they need to have an effective conversation.
  • Try to remember that FACTS tell and STORIES sell! So make sure to ask them which testimonial where they most affected by? 
  • Get straight into them interviewing you!  That is what you promised!  So let’s get straight to the point!  What questions did you write down for me to answer?
  • Once all questions are asked, you should ask at least ONE final question.  Is there anything else you need from me or from the agency to help you make a decision one way or the other?
  • Set clear expectations moving forward!
  • Schedule your next meeting – Follow-Up meeting or Onboarding Session!
  • Make sure that ALL lines of communication are done through the messaging portal inside of vCita.  This is important to maintain the branding the happens.  Each email that is received through the vCita platform is branded Colburn Financial.

 

Sample Second Interview Format

2nd Interview – Word Second Interview – PDF