Referral Call Scripts for Financial Advisors
Use these templates to guide your follow-up calls and garner more referrals.
For financial advisors, referrals can be the difference between a life spent chasing leads and one spent doing more of the things you love.
Print out these call scripts and use them to reach out to past clients—opening the door for you to connect with new ones.
- Referral Call Scripts
Strategies for following up and garnering referrals.
About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more