Review & Referral Scripts
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
!Asking for a review immediately after a market drop when the client's portfolio is down.
!Violating compliance by mentioning specific investment returns in public review responses.
!Forgetting to ask for a referral when a client mentions a major life event like a marriage or inheritance.
!Letting referral calls go to voicemail; wealthy prospects often call the next advisor if you don't answer.
!Using generic 'business' language instead of focusing on the client's specific financial goals.
