When I started in the investment business it was all cold calls all day long. This was pre -do not call- list times. Anyway, to break through the clutter I would start the call with a question. Same question every time over and over... it was "Are you happy with the way your investments are being handled?" a version of this might work for you. It throws to ball right to them and breaks the pattern makes them scramble a bit for an answer instead of staying in their script.
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