Annual Client Review Booking Call Script
Use this when: You're calling clients to book their yearly review.
Opening "Hi [name], it's [your name] from [firm]. It's time for your annual review. Do you have a minute to pick a time?" Why it matters "It's a chance to check that your plan still fits, and to go over anything that's changed." Prompt for changes - "Has anything changed in your work, family or plans this year?" - "Is there anything specific you'd like us to cover?" Book it "[Adviser] has [time A] or [time B]. Would either work? We can meet in person or by video." Prepare "I'll send a short list of what to bring through our secure portal." Close "You'll get a confirmation shortly. Thanks, [name]."
Before you use this: Don't discuss account details until identity is verified, and don't give product advice on this call.
Fill in the items in square brackets and adapt this to your business. It's a starting point, not legal or professional advice. You can also check the AI & Privacy Checker.
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