Your Clients Need To Hear From You Now — More Than Ever!

Struggling with the words? Or with making time to make the calls?
We’ve solved both problems for you.

Get your free phone script
call-script

GET YOUR PHONE SCRIPT

Our free phone script is as easy as click, print and start calling! No need to reinvent the wheel. We’ve given you everything to say to easily and quickly check in with your clients. See how they’re feeling; find out if they’re still comfortable with their financial plan’s level of risk; and fill up your appointment book.

Plus, our phone script makes handing calls off to your staff a cinch. Segment your client list, copy the script and set your staff loose!

Our free client phone script:

Makes it easy to talk about current market volatility and uncertain times

Gives you the tools to bring up clients’ current risk profile — and find out if they’re still comfortable

Is easy to share with staff to divide and conquer your call list

At volatile times like these, don’t leave your clients in an information vacuum, or worse, targets for other financial advisors. Make the first move, and CALL YOUR CLIENTS today!

Get your free phone script:

1127780 For financial professional use only.