Page 29 - Advisor Support Program
P. 29
Client Checkup Call Script
Confirm / Update Contact Information
Service Issues / Requests?
Meeting Expectations and Needs?
Receiving Periodic Statements?
Receiving Monthly Emails?
Changes in Financial Status / New Funds
Available?
Confirm Opportunities Due (if applicable)
Promote Referrals
Checkup call topics can be turned on/off; call results feed dashboards
(tasks and alerts)
29
