Client Scripts - Do I meet your new client qualifications

Start with a warm and engaging tone) 

"Hi [Client Name], it's great to connect with you today. We're really excited to share some big changes happening at [Your Firm Name] that we think you're going to love." As you know, our practice has always been confined to a relatively small number of clients 

"We've been working with a top-tier consultant to refine our service model and create an even better experience for our clients. Think of it like this: remember the first time you flew first class? (Pause for their response). Exactly! It's about that personalized attention, the extra legroom, and feeling truly valued." 

(Transition to your new model) 

"That's the inspiration behind our new service model, Supernova. We're upgrading every aspect of our client experience to provide that first-class level of service. We're talking dedicated support, proactive planning, and a truly personalized approach." 

"With Supernova, you'll enjoy: 

• Dedicated Touchpoints: We'll have 12 scheduled meetings throughout the year, including in-person portfolio reviews, to ensure we're always on the same page.
• Concierge-Level Responsiveness: We're committed to responding to your needs quickly and efficiently, with a 1-hour response time and 24-hour resolution goal. 
• Multigenerational Planning: We'll create a comprehensive financial plan that considers your entire family's needs, now and in the future. 



(Emphasize the value and exclusivity) "Supernova is about more than just managing investments. It's about building a deep understanding of your goals and priorities, and proactively addressing your family's financial needs, including retirement planning, education funding, tax strategies, and estate planning."