There are a lot of reasons to use scripts as a guide to conversation rather that using the old FA standby–winging it. One of the very best reasons to script is to keep consistency in your client contacts and Concierge Service.
Be sure that everyone on the team understands and uses the language that puts your best on display. What does your team say when answering the phone? Does everyone say the same thing when saying good-bye, scheduling appointments, setting up a portfolio review?
They will when you decide what works best in your practice for your client base. There is a major difference in saying, “no problem” and “it’s my pleasure”, or “Johns office, “ and “Signature Financial team.”
You decide what works, you script it and then you will have a bit of control over how your practice presents itself to your clients and prospects.