Wealth Management Cold Calling Script

"Hello {{firstName}}, this is {{yourName}} with {{yourFirm}}. I specialize in working with {{targetAudience}} to help protect and grow their wealth. Do you have a quick moment?"

[If yes, continue. If busy:]
"I understand completely. When would be a better time for a brief conversation - perhaps early morning or late afternoon?"

[Alternative Referral Opener:]
"{{firstName}}, {{referralName}} suggested I give you a call. They thought you might benefit from the same strategies we've been implementing for their portfolio. Do you have a few minutes?"

[ESTABLISH CREDIBILITY]
"I'm reaching out because we work specifically with {{targetAudience}} who are looking to make smarter decisions about their wealth - whether that's optimizing their portfolio, reducing taxes, or planning for major life transitions."

[DISCOVERY]
"Before I take any more of your time, let me ask you a couple of questions to see if there might be a fit..."

"Are you currently working with a financial advisor or wealth manager?"
"What's your biggest financial priority right now - growth, preservation, income, or tax efficiency?"
"Have you had a comprehensive review of your portfolio and overall financial picture in the past year?"
"Are there any upcoming life events - retirement, selling a business, inheritance - that you're planning for?"

[VALUE PROPOSITION]
"The reason I called is that we've been helping clients like you in {{city}} navigate some unique challenges in today's market. Many high-net-worth individuals are overpaying in taxes, taking on more risk than necessary, or missing opportunities because their current advisor isn't giving them the attention they deserve."

"Our approach is different. We limit the number of clients we work with so each person gets personalized attention. We also take a comprehensive view - investments, tax planning, estate planning, insurance - all coordinated together."

[BUILD INTEREST WITH SPECIFICS]
"For example, we recently worked with a {{exampleClient}} who came to us with a {{portfolioSize}} portfolio. Through tax-loss harvesting, strategic asset location, and a few adjustments to their estate plan, we saved them over {{taxSavings}} in taxes last year alone - without changing their risk profile."

"I'm not suggesting you make any changes. But wouldn't it be valuable to get a second opinion on whether your current strategy is truly optimized for your situation?"

[QUALIFICATION]
"To make sure we'd be a good fit, do you mind if I ask - roughly what range of investable assets are we talking about?"

"Hi {{firstName}}, this is {{yourName}} with {{yourFirm}}. I specialize in working with {{targetAudience}} to help optimize their wealth management and tax strategies.

I was hoping to have a brief conversation to see if there might be an opportunity for us to help you. My number is {{yourPhone}}. Again, that's {{yourName}} at {{yourPhone}}. I'll also follow up with an email. Have a great day."