Review & Referral Request Scripts for Financial Advisors
In wealth management, trust is your only real currency. These scripts help you turn high-value client interactions, like a $3,000 financial plan delivery, into a steady stream of Google reviews and high-net-worth referrals that grow your AUM.
Requesting a Google Review After Plan Delivery
Use this script immediately after finalizing a comprehensive $1,000 - $5,000 financial plan.
I am so glad we could get your retirement roadmap finalized today and clear up those questions on your estate strategy. Our goal is to provide total clarity for your family's future. If you found this process helpful, would you mind leaving us a quick Google review? It helps other local families find a trusted advisor they can rely on for their investment needs. I will send you the direct link via text right now to make it easy.
Tips for this scenario
- -Mention the specific benefit they received like 'clarity' or 'peace of mind'.
- -Send the text link while they are still in your office or on the Zoom call.
Common Mistakes to Avoid
Pro Tips
- 1.Use SkipCalls to ensure you never miss a referral call while you are in a deep-dive planning session with a client.
- 2.Segment your client list and only ask for reviews from those who have been with you for at least one full market cycle.
- 3.Include a 'Leave a Review' link in your email signature used for sending out quarterly statements.
- 4.When a referral calls, have your AI receptionist book them for a '15-minute Discovery Call' immediately to lock them in.
- 5.Mention your specific niche, like 'Physician Wealth Management' or 'Tech Employee Equity Planning', in your review requests.
Frequently Asked Questions
Is it compliant to ask for Google reviews as a Financial Advisor?
Yes, as long as you do not edit or filter reviews, and you don't pay for them. Always check with your specific CCO or compliance department regarding SEC and FINRA testimonial rules.
When is the best time to ask a client for a referral?
The best time is right after you have delivered a 'win', such as completing a $2,000 tax-saving strategy or during a positive quarterly AUM review.
How do I handle a negative review about market performance?
Respond by stating that market volatility is a standard part of investing and invite them to a private meeting to review their long-term strategy and risk tolerance.
Can I offer a discount on my management fee for referrals?
This is often heavily regulated and usually prohibited. It is much safer and more professional to offer value-adds like 'educational guest passes' to webinars.
Stop Losing High-Net-Worth Referrals to Voicemail.
Financial Advisors lose thousands in AUM every time they miss a prospect's call during a client meeting. SkipCalls uses AI to answer your phone 24/7 and book consultations for just $19.99/month.
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