PROSPECTING SCRIPT

Hi is John there?

Hi, John! Matt Henry, calling from Capital Investment Partners, in

London. I trust you’ve well today.

Now, John you may have heard of Capital Investment Partners. We’re the sole
marketing arm of Acme Capital Investments, one of London’s first retail hedge funds
specializing in strategic spread betting with companies like Big Bank, Big Oil and
Big Tech? Are you familiar at all with the hedge fund business or is it new to you?

If he says “yes”

Okay great! So you know that hedge funds are basically the investment vehicles of
the financial elite—where people like Sir Robert Bigbucks and Mark Megamillions,
put their money to work, to get those double-digit returns you read about, while
they hedge their downside risk. Does that make sense?

If he says “no”

Okay, well, basically, hedge funds are the investment vehicles of the financial
elite—where people like Sir Robert Bigbucks and Mark Megamillions put their money
to work and get those double-digit returns you hear about, while they hedge their
downside risk. Does that make sense?

Now, the reason for the call today, John, is I simply want to send you some
information on the company, Capital Investment Partners, so you can get a sense of
just how much money they can make for their clients, and then have one of our
senior partners get back to you down the road to discuss things in more detail.
Does that sound fair enough?

Okay great! Just a couple of quick questions, so I don’t waste your time:

1)!Do you currently invest in the stock market right now? Any stocks, bonds or
mutual funds?

2)!Do you invest that money yourself, through a discount broker, or do you have a
broker who actually makes recommendations to you?

3)!Any other investments you typically make ... anything you’ve done well with or
not so well with?

4)!And what would you say your primary goal is when you’re investing? Are you
looking to grow your money for the long term or for monthly income?

5)!And what kind of work are you currently doing right now—are you self- employed
or do you work for a company?

6)!And how much do you currently have in the market right now, just a ballpark?

7)!And when you like an idea, how much do you typically put into it?

8)!And how would ### say your liquidity is right now? Are you liquid to make
new investments or is it more about moving something around? (Ask any other
questions you feel are relevant based on his replies.)

Okay, great! Well, let me say this: based on everything you’ve just said to me, th
program over at Acme is definitely a perfect fit for you. Now, let me just make
sure I have your correct contact info here. Is it _____________?

Okay great! I’ll get that out in the Post to you, straight away, and have one of
our senior partners get back to you in the next few weeks to discuss things in more
detail. Sound good?

Great! Have a nice day.

OPENING SCRIPT

Hi, is John there?

Hey John! Carl Carlson, calling from Capital Investment Partners, in

London How you doing today?

Okay, great! Now, if you recall, you spoke to one of my assistants about ten days
back, and he sent you some information on our company, Capital Investment Partners,
along with a copy of the book, Risk-Free Stock Market Investing. Does that ring a
bell?

Okay, great! Well, the reason for the call today is that, right now, we’re in the
process of closing out our flagship hedge fund, the Acme, Tax-Exempt Spread Betting
Fund. It’s basically our premier fund, where we’ve been making our clients (double-
digit returns, or whatever is currently accurate), trading blue chip stocks like
Big Bank, Big Oil and Big Tech, using a very powerful hedging strategy that gives
you very little downside risk. If you have sixty seconds, John, I’d like to share
the opportunity with you. You got a minute?

Okay, great! Now, when you spoke to my assistant, Matt, the other day, you told him
you were currently investing your money in Pension Funds.

(This is the part of the sale where you need to get into very tight rapport with
him and establish yourself as an expert by reviewing the information he offered on
the last call and asking him to elaborate a bit more on his answers. Your tonality
and demeanor is that of a doctor who is reviewing the intake chart that was
prepared by a nurse. As you recite his previous answers to him, say things like:
“So, when you spoke to Matt last week, you said ____________. Is that correct? Tell
me a bit more about that. How long have you been struggling with finding a broker
or a fund who can give you the return you’re looking for? What do you think will
happen if you don’t do anything about this? Do you see it getting worse, staying
the same?”)

Okay, great! Well, based on everything you’ve just said to me, this program is
definitely a perfect fit for you. Now, let me just give you a brief background on
the fund and then our strategy.

Now, as I said before, the actual name of the fund is the Acme, Tax-Exempt Spread
Betting Fund, and this is basically the hottest model right now on Wall Street for
managing a retail client’s money. All the major brokerage firms like Big Broker,
Big Bank and Big Financial, operate hedge funds, so they can give average clients
they same type of staggering returns they get for their institutional. Now, how
familiar are you with the hedge fund model we use?

(No matter what he says, educate him make on all the benefits of the hedge fund
model using the following language pattern:) Exactly! It’s basically similar to how
a mutual fund works, in that your money is managed by a team of professional
traders who have a very strict set of risk protocols, so you can get the percentage
return you’re looking for without getting your principle wiped out, like when
you’re working with a stockbroker.
You see, when a stock broker trades for you, he makes commission on whether you win
or lose on the trade. But with a hedge fund, you only pay a commission on the
profits we make; you don’t pay any commission if there are losses. Now the standard
split in the hedge fund business is 20% of the profits, plus a 1% management fee,
to pay the basic expenses of the fund.

Let me give you an example (you can ask him to grab a pen and paper at this point
and have him write the following numbers down as you explain the formula): let’s
say you invested $100,000 and we get you a 50% return this year, which means you
would make $50,000 profit, which is pretty damn good, right?
Exactly! Then our commission would be 20% of that, which is $10,000, and you would
still net $40,000, which is a 40% return, which is still pretty amazing, right?
Exactly! And if for some reason the fund didn’t make you money, then we don’t
charge you a dime. In fact, we even waive the 1% management fee we charge if the
fund doesn’t return you at least 10% per year; so this way, your interests and ours
are perfectly aligned at all times. If you don’t make money we don’t make money.
Make sense?
Okay, great. Now, you said earlier that right now you’re only getting a 3% return
from that Pension Fund, so if we can get you 10% to 20% return, year in and year
out—and that’s 100% tax free, by the way—that’s obviously something that you’d be
very interested in, correct?

Exactly! Of course it would.

Now, let me explain to you exactly how the fund’s spread betting model works and
how it allows us to actually leverage your money, while dramatically reducing your
downside risk.
Now, for starters, we’re dealing exclusively with spreads based on the Big Stock
Index, which is where the bulk of pension funds and insurance company portfolios
invest their money. To make our decisions, we rely on both fundamental and
technical analysis—fundamentals, meaning, what’s actually going on with a
particular company, in terms of earnings, assets and their balance sheet; and then
we use technical analysis, which are things like moving averages, relative strength
and momentum indicators, to identify trends and opportunities, so we can time our
trades as perfectly as possible. And then we work with stop losses to offset the
volatility and risk.

Now, in the past, these strategies were used strictly by institutional hedge funds
and large money-center banks. Average investors, like yourself, were simply boxed
out of market, because the wholesale hedge funds catered only to the ultra wealthy,
with minimum investments of at least $1 million. Only now are they finally starting
to open up the hedge fund market to the average investor, so they can give them the
same types of returns.

Now, in terms of the Acme, Tax-Exempt Spread Betting Fund, the key to making money
in a situation like this is to invest in the fund now, before we close it out,
because we’re limited to a certain number of investors for each fund we launch. And
this particular fund is our flagship, where we’ve been getting our clients returns
that have been nothing short of staggering (make sure this is still the case when
you say it, or tone it down if your returns aren’t as good at the time)

Now, opening an account with my company is very simple. It’s just a question of
your name, some basic information, to get your account set up, and then we have our
customer support department work with you to get everything set up, so you can keep
track of your profits 24-7, either on your home computer or your smartphone,
through our proprietary phone APP. Now you’re not actually sending me a dime. All
your funds are going directly into your own brokerage account at XXYZ Capital,
which is one of London’s largest financial institutions, with over £3 billion in
capital, and in business for almost 50 years. And like I just said, John, you’ll be
able to keep track of your profits 24-hours a day, seven days a week, right on your
smartphone, with our proprietary iPhone and Android apps, so you can watch your
profits grow.

And believe me, John, if you do even half as well as the rest of ### clients in
this fund, you’re going to be very, very impressed. Sound fair enough?

If He Agrees, Then Say:

Okay, great. Now, let me just make sure I have all your correct details. Your full
name is John Johnson, correct? (Capture all necessary account info: name, address,
home number, cell number, email—then say ...)

Now, as far as the actual wire transfer goes (go through setup ...)

FIRST REBUTTAL

I hear what you’re saying, but let me ask you a question. Does the idea of the fund
make sense to you? Do you like the idea?

Exactly! You see, the true beauty of the spread betting hedge fund model is that it
allows you to earn your profits tax-free, while investing your funds directly
alongside institutional money. And you know what they say about institutional
money: It’s usually smart money; and even when it’s not, it’s enough to fuel the
market anyway. You follow what I’m saying?

Exactly! It’s one of the most basic truths of the stock market: you go with the
trend, or to put it more bluntly: you don’t piss into the wind! And as far as the
spread betting market goes, you have the ability to leverage your returns with the
biggest blue chip stocks in the world, which are totally liquid—meaning, that if
for any reason you need your money back for an emergency, it’s literally a phone
call away.

Now, our company’s head trader, a man by the name of Ken Kendall is one of the most
astute traders in the entire spread betting market, and his reputation is
impeccable. Before taking the reigns at Acme Capital, Ken was a major player over
at Big Brokerage working in their proprietary trading department and running the
options desk. And Ken is literally a master of disciplined trading, fighting for
every penny, on every single trade. And when you combine that with th# ability to
use up to 10 to 1 leverage and not paying any tax on any of your profits, it really
is an incredible strategy to make money with. You see what I’m saying here?

If HE AGREES ENTHUSIASTICALLY, YOU SAY:

Exactly! It truly is incredible!

Now, let me ask you this; If I’d been your financial advisor for the last three or
four years, and I’d made you money on a consistent basis—I mean, let’s say I’d put
you into another hedge fund three or four years ago, and you’d been doubling your
money ever since, then you probably wouldn’t be saying, “Let me think about it,
Carl?” You’d be jumping through the phone right now to have me sign you up. Am I
right?

(If the prospect says “no,” or is non-committal, then you must confront him or her,
in a give-me-a-break tone. You’d say: Wait a second! You mean to tell me that, if
three years ago, I’d put you into another hedge fund and you’d turned a $10,000
investment into $20,000, or if I’d put you into a mutual fund and made a fortune
for you on that, too, then you wouldn’t be saying, “Where do I sign up, Carl? I
mean, come on! Honestly!)

Exactly! Now that I can understand. You don’t know me, and I don’t have the luxury
of a track record. So let me reintroduce myself: My name is Carl Carlson, and I’m a
senior vice president at Acme Capital Investments. Now, I plan on being one of the
top producers here this year, and I’m not going to get there by losing my clients’
money, and I’m certainly not going to get there by working on one shot deals, where
I call you on the phone and get you to invest once, and then we never speak again.
Once you open an account with us, I’ll be holding your hand every step of the way.
I’ll guide you into the market, and guide you out as well.

And as far as my company, Acme Capital Investments, goes, not only are we one of
the first retail hedge funds in all of the UK, but we design our funds so investors
like you have 100% access to your money at all times and can see every trade we’re
making on your behalf, so we can develop a track record for you that’s second to
none. But since this is our first time working together, why don’t we do this.
Let’s start off a bit smaller this time. We’ll open the account with only $10,000,
instead of $25,000. Of course you’ll make a bit less money as the fund trades
higher, but your percentage gain remains the same ... and you can judge me on that
alone. And believe me, if you do even half as well the rest of my clients in this
fund, the only problem you’ll have is that you didn’t invest more. Sound fair
enough?

SECOND REBUTTAL

You know, I’ve been doing this for quite some time now, John, and if there’s one
thing I’ve learned over the years is that you simply won’t call back. It has
nothing to do with you not liking the idea. See, despite how great you know it is,
and how much money you know you can make over the long term, and how many problems
it can help you solve, you’ll simply get caught up in the daily grind again and
won’t call back.

I mean, when it comes to making money, in real estate, it’s location, location and
location; but in the stock market, it’s timing, timing, and timing; and, right now,
every technical and fundamental factor is in your favor. What we’re looking at here
is a domestic stock market that’s been steadily on the rise, and a way for you to
diversify your portfolio with a series of leveraged, blue chip stock investments
that can give you tax free returns every single year. I mean, let me ask you an
honest question here: what’s the worst that can possibly happen?

Let’s say we start off even smaller this time, with the firm minimum, which is only
$5,000. And let’s say I’m actually wrong this time, and the fund actually goes down
in value. Let’s do the math. If we work with a stop loss on your account of 30%
below the market, which means if you’re down 30%, which is only $1500, we
automatically sell you out of your account and you get the balance back. If you
lose $1500 is that going to put you in the poor house?

No! Of course it won’t! And on the upside, let’s say I’m right, and we do for you
what we’ve been doing for all our other clients. Let’s say we even double the money
you invest and you make a $5,000 profit. I mean, I’m sure it will feel good and
everything, but it’s not going to make you the richest man in town, now will it!
(Wait for a response)

Exactly. Of course it won’t! This investment is not going to make you rich and it’s
not going to make you poor, but what it will do is serve as benchmark for future
business. It will show you that we can not only put you into the market at the
right time, but take you out as well; that we can guide you in, guide you out. And
what we can do for you over the long-term, at Acme, beside this one trade, with
other hedge funds and other investment opportunities; we can be an asset to both
you and your family over the long term, for many years to come.

So do this John: since it’s our first time doing business together, start off with
the firm minimum this time of $5,000. Again, you’ll make a bit less money as the
fund trades higher, but your percentage gain remains the same, and you can then
judge me on that alone. If I’m wrong, and you lose a few dollars, you can fire me
as your advisor and we can part as friends. But believe me, that is not going to be
happening here, because if you do even half as well the rest of my clients in this
program, the only problem you’ll have is that you didn’t start off with a $50,000
investment, because you’d already be making that much more. Does that sound fair
enough?