Sample Script for Financial Advisors to Reach Out to Friends and Family

There is never a better time to reach out to everyone you know to present your value while ADDING value.  Don’t for one minute think that all your friends’ acquaintances and family members really know what you do.  Everyone who has money invested in the markets is scared right now; scared about their financial future, scared about the future of America , our foundation has never been so unstable.

Odds are you are doing a great job with your clients; they are well positioned based on a balanced asset allocation and good diversification. Some of you may have moved some moneys to cash or have a portion of your client’s assets in bonds or an annuity where it is safe from the volatility, don’t think everyone is getting the same value and service from their advisor.

Get on the phones today and call EVERYONE.  Let them know that you are there for them if they are concerned or want a second opinion; you don’t have to sell yourself, not now.  All you have to do is offer your opinion and engage in conversation, find out how they are faring with these markets and come ready with 3 really good open ended questions.

Here is a sample script that may help:

“Hi Mary it’s Adri at ABC Wealth Management, I’ll tell you the reason I’m calling I know there are a lot of people that are concerned about their investments right now and not all are getting the advise and value they should from their financial advisor. After speaking with all my clients I realized I needed to reach out to everyone I know just to make sure they are ok.

These are tough markets how are you and John handling it:

What is your biggest concern?

Which of your assets are in a safe place?

How is your advisor helping you?

I just want you to know I am here, I would feel terrible if anyone I knew made some tragic decisions and I never reached out to help them. “

At this point you will know whether to either offer them to come in and you will review their situation or to let them know you are glad they are in good hands and wish them well.

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