Free templates for financial advisors
Fourteen messages for booking, reminders, no-shows, going quiet, welcomes, referrals, birthdays, reviews and claims, written to sound like you and with no promises of returns. Copy one, print them or download them for Word. Free, no sign-up.
Most advisors type the same few messages every week, from memory and often late at night. These are the fourteen worth saving, each short, with the client's name and one clear next step, and none of them promises a return or recommends a product in a chat. Change the words to how you talk, check them with your compliance team and save them as quick replies.
Replace the words in [brackets]. Check each message with your firm's compliance team before you use it.
Hi [name], this is [your name]. [Referrer] gave me your number and said you might be open to a chat about [their topic, e.g. planning for your kids' education]. No pressure at all. Would a 20-minute coffee next week work, or is a call easier?
Hi [name], confirming our meeting on [day, date] at [time], at [place or link]. It'll take about [45 minutes]. If you can, bring [what to bring]. See you then.
Hi [name], a quick reminder that we're meeting tomorrow at [time], [place or link]. If something's come up, just reply here and we'll find another time.
Hi [name], I was at [place] at [time] and I think we missed each other. No worries, these things happen. Would [day] or [day] suit you better?
Hi [name], thanks for your time today. As we discussed, the next step is [next step], and I'll [what you'll do] by [date]. If anything comes up before then, message me here.
Hi [name], I don't want to keep chasing you if the timing isn't right. Should I check back in [month], or would you rather close this off for now? Either is fine.
Hi [name], it's [your name]. We spoke in [month] about [topic]. A lot can change in a few months, so I wanted to check in. Is it still something you'd like to look at?
Hi [name], glad we got [what you did together] sorted. If you know someone who's been meaning to [sort out the same thing], I'd be happy to have a no-pressure chat with them. Would you be comfortable introducing us?
Happy birthday, [name]! Hope you get a proper break today. [One personal line, e.g. Enjoy the dinner with the kids.]
Hi [name], it's been a year since we last went through your plans. A lot can change in a year: work, family, a new home. Would you like 30 minutes to go through everything? I'm free [day] or [day].
Hi [name], a heads-up that your [policy name] anniversary is on [date], and the next premium of [amount] is due then. If anything's changed or you'd like to go through it, message me here.
Hi [name], checking in on how you're doing after [what happened]. On the claim, [where it stands]. The next step is [next step], and I'll update you by [date]. Message me here if you need anything.
Hi [name], thank you for trusting me with [what you set up together]. Your policy documents should reach you by [date], and I'm happy to go through them with you. Save this number, and message me here whenever something changes. I'll check in around [month].
Hi [name], thanks again for [what you did together]. If you were happy with how it went, would you mind leaving a short Google review? It helps other people find me. Here's the link: [link]. No worries at all if not.
See how WhatsApp chats land on the client's record in the app
A client reads a message in two seconds, so each one does one job.
In WhatsApp Business you can save each one as a quick reply and type / to pick it.
Wei Ling booked a coffee for Thursday, and Mr Rahman replied "January is better", which put a date in the diary instead of a fourth follow-up.
Your firm's rules come first, and these are the lines that most often trip advisors up in a chat.
Leave out "guaranteed", "risk-free" and any return figure, and talk about returns in a meeting with the documents.
"This plan is right for you" needs a needs analysis first, so offer the meeting in the message instead.
Leave out made-up deadlines like "this week only".
After a death or a serious illness, send message 12 or nothing, with no referral asks and no reviews.
Don't add clients to a group without asking them first, and message each one directly.
The templates are free. ActivityTracker, the app we make, is paid, and it puts every WhatsApp chat on the client's record and lets you send a broadcast from your own number with each client's name in it, one message at a time, then shows who wrote back.
The templates are free to use. The app is paid, and it keeps each WhatsApp chat on the client's record.