Annual Client Review Booking Call Script
Finance | 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.
Free template from SAZ: https://playbooks.saz.ca/p/finance-call-script