greeting introduction$$ script financial advisor $a.$ Prepare your 'greetin$\frac{g}{i}$ntroduction' script $as$ a financial advisor $in$ debt consolidation

$b.$ Prepare your 'building rapport' script and thank the client for approaching you $to$

complete their financial plan.

$c.$ Prepare $or$ reconfirm your 'meeting objective' script and restate the client's goal.

$d.$ Prepare the order $of$ when each character $(financial$ planner, investment specialist, risk

advisor$)$ will $be$ speaking with client and what sections $of$ the plan they will cover.

$e.$ Compile and explain, the current situation, detailed analysis and recommendation for

each $of$ the following:

$i.$ Investment Allocation and current investments

$ii.$ Insurance

iii. Estate Planning

$f.$ Prepare script $to$ answer the 'General Issues $to$ Consider' section $in$ the case study.

$g.$ Prepare script $to$ present the two scenarios for the clients $to$ reach their retirement goal.

$h.$ Ask questions $to$ confirm client understanding and satisfaction with recommendations.

$i.$ Confirm next steps $tobe$ taken, $(e.g.$ client $to$ transfer all $of$ their investments $to$ your

company$).$

$j.$ Confirm next meeting time $or$ date.

$k.$ Ask for a referral.

I. End the conversation professionally $(thanks,$ give business card, resell the dream$).$

Write out a script for the meeting. This includes all the speaking parts for all the participants,

such $as$ client, financial planner, investment specialist $or$ risk advisor.

Practise the client's meeting using the script until you are comfortable with your part.

Conduct the role play $(client$ meeting$)in$ a professional manner.