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Financial Planning (prospect customers)
Financial Planning (prospect customers)

Here are some ideas for your next financial planning campaign to your new prospects.

Josh avatar
Written by Josh
Updated over 7 years ago

Secure my retirement
​Hi, it's Support Hero here from TryCall Planning. We met you over the weekend at XYZ show and I am giving you a call because you opted that you would like to secure your retirement. Please give us a call back to discuss further on 07 3833 XXXX. Thank you.

Protect my income
​Hi, it's Support Hero here from TryCall Planning. We met you over the weekend at XYZ show and I am giving you a call because you opted that you would like protect your income. We would love to help you with this. Please give us a call back to discuss further on 07 3833 XXXX. Thank you.
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​Protect my family
​Hi, it's Support Hero here from TryCall Planning. We met you over the weekend at XYZ show and I am giving you a call because you opted that you would like protect your family. We would love to help you with this. Please give us a call back to discuss further on 07 3833 XXXX. Thank you.

Roll over your super
​Hi, it's Support Hero here from TryCall Planning. We met you over the weekend at XYZ show and I am giving you a call because you opted that you would like discuss rolling over your super into one account. We would love to help you with this. Please give us a call back to discuss further on 07 3833 XXXX. Thank you.

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