BEST CORE7 FINANCIAL ADVISOR SCRIPTS

BEST PRIMARY REFERRAL SCRIPTS FOR THE FINANCIAL ADVISOR

 Financial Advisor Cross Sell Referral to The Estate Planning Attorney

Dear (__________), 
It was a pleasure to speak with you. I wanted to follow up because I thought it would be advantageous to consider reviewing your estate plan. I'd like to introduce you to the estate planner on my team, would that be okay? 
This is a very important aspect in your financial plan, and I want to make sure that I am a valuable resource for you.

Financial Advisor-Cross Sell Of Client Who Owns Multiple Investment Props.

Dear (__________), 
It was a pleasure to speak with you. I wanted to follow up because of the fact that you own multiple properties. I always want to make sure I am always a valuable resource for you. How is your relationship with your real estate agent who specializes in investment property?  
I just want to make sure you have the best services available.

Financial Advisor- Net Worth Cross Sell to Realtor

Hi (Client's name), 
It was a pleasure speaking with you earlier. I wanted to reconnect on something I feel is very important. 
It's always valuable to accurately calculate your net worth. This includes knowing the exact value of your home, as your home value can fluctuate sometimes even more than other assets. 
How is your relationship with your Real Estate Agent who specializes in equity assessments?

Financial Advisor Cross Sell to a Realtor For Those Who Don’t Own A Home

Hi (Client's name), 
It was a pleasure to speak with you. I wanted to follow up because I thought it would be advantageous to consider purchasing a property in the near future. The tax and financial benefits are excellent. How is your relationship with your Real Estate Agent who specializes in working with first time home buyers?

Financial Advisor To Refer a client to Introduce The Lunch & Learn program

Hi (Client's name), 
 
I just wanted to touch base to let you know about a corporate benefit we have. 
Would it be possible to put us in touch with a decision-maker at your company (the owner, CEO, or human resource manager) who will allow my group to come in to discuss the financial benefits of {service you ore providing the client), we will give you (provide some value, such as a closing costs discount). 
Keep in mind that it is not necessary for your entire company to attend the workshop. You will receive (provide some value, such as a closing costs discounts) The workshop can take place at your place of business or at our offices. 
We call it a "Lunch & Learn" because we provide lunch for all who attend. Anyone who closes a loan with us from your company will also receive (provide some value, such as a closing costs discounts). 
I’d like to discuss this with you. When would be a good time to speak, and what number can I reach you at? 
 
Thank you so much for the opportunity to work with you.