Call scripts
Cold call script for a financial advisor
Money calls trigger suspicion. Never pitch a product cold — offer a second opinion and let competence earn the meeting.
The script
You call a professional near a life or financial milestone to offer a no-obligation portfolio review.
YouHi Dr. Vitale, it's Sara from [your company] Wealth. I'll be transparent — I'm not selling a product on this call. I work with professionals reviewing whether their savings are actually working. Is that something you've looked at lately?
ProspectNot really. It's mostly sitting in the bank.
YouThat's more common than people admit, and with inflation it quietly loses value. Do you have a plan for it, or is it parked with no real strategy?
ProspectHonestly, parked. I keep meaning to sort it.
YouThen a 30-minute second opinion could be worth it — I'll tell you plainly if it's fine or if it's leaking value. No product, no obligation. Would next week suit?
ProspectA second opinion I can accept. Next week, yes.
YouGreat — I'll send a short intake so we use the 30 minutes well. Tuesday or Thursday?
ProspectThursday afternoon.
Make it land
- State up front you're not selling a product; it's the fastest way past money-call suspicion.
- Anchor on inaction — idle savings losing value — a fear people already feel.
- Offer a second opinion, not advice or a plan, to keep it low-commitment and compliant.
- Send a short intake so the review feels professional and prepared.
If they push back
'I already have an advisor.' — 'Good — that's a real second opinion then. If they're doing well, you'll hear me confirm it; if not, better to know now.'
How Tepio helps you run it
Tepio flags life-event signals and prior notes per contact, so your review call opens at a moment that's genuinely relevant to them.
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