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About UsAs a very busy mom, wife and business owner, GoReminders has been a game changer. Our days feel less chaotic, more productive and business is up!
Eliminate no-shows for your financial advising business with these text reminder templates.
With the ever-growing use of technology in the financial industry, many financial advisors are turning to text message appointment reminders to increase efficiency and ensure customer engagement. Automated reminders save time and offer a convenient way to communicate with clients, while personalizing the tone to match the professional demeanor of your financial advising firm. By reducing the risk of missed appointments, your business can maximize its resources and help clients reach their financial goals.
To choose the right text reminder template, consider the tone you want your business to convey. Whether you prefer a professional, prompt style or a more friendly, approachable tone, you can find a template that fits your firm. Here are six appointment reminder text message templates to consider for your financial advising business:
Want to send text reminders to your clients? Try GoReminders for free!
All these templates can be copied and pasted into GoReminders. Anything that looks like {{This}} is a template tag that will get automatically filled with the correct customer and appointment details.
Appointment Confirmation: “Hi {{First Name}}, this is {{Advisor Name}} from [Financial Advisor Firm]. Just a friendly reminder that you have an appointment with us on {{Date}} at {{Time}}. If you need to reschedule, please let us know. We look forward to assisting you with your financial goals.”
(Try this template in GoReminders)
Pre-Meeting Preparation: “Hi {{First Name}}, this is {{Advisor Name}} from [Financial Advisor Firm]. As a reminder, please make sure to gather any relevant financial documents before your appointment. This will help us have a productive meeting and create a personalized plan for you. If you have any questions, please don’t hesitate to reach out.”
(Try this template in GoReminders)
Follow-Up Appointments: “Hi {{First Name}}, this is {{Advisor Name}} from [Financial Advisor Firm]. Just a friendly reminder that your follow-up appointment is coming up on {{Date}} at {{Time}}. This is a great opportunity for us to review your financial plan and make any necessary adjustments. If you need to reschedule, please let us know.”
(Try this template in GoReminders)
Quarterly Review: “Hi {{First Name}}, this is {{Advisor Name}} from [Financial Advisor Firm]. Just a friendly reminder that it’s time for your quarterly review. Let’s review your financial progress and make sure you’re on track to reach your goals. Please let us know if you’d like to schedule an appointment.”
(Try this template in GoReminders)
Retirement Planning: “Hi {{First Name}}, this is {{Advisor Name}} from [Financial Advisor Firm]. Just a friendly reminder that it’s never too early to start planning for retirement. Let’s schedule an appointment to discuss your retirement goals and create a personalized plan to ensure a secure future. Let us know if you’re interested.”
(Try this template in GoReminders)
Annual Review: “Hi {{First Name}}, this is {{Advisor Name}} from [Financial Advisor Firm]. Just a friendly reminder that it’s time for your annual review. Let’s go over your financial progress and make any necessary adjustments to keep you on track toward your goals. Let us know if you’d like to schedule an appointment.”
(Try this template in GoReminders)
By using these text reminders, you can help ensure that your clients stay engaged and on track towards their financial goals. Good luck! With an automated system like GoReminders, you can save time, reduce no-shows, and ensure that your schedule is filled with paying clients who will show up on time.
As a very busy mom, wife and business owner, GoReminders has been a game changer. Our days feel less chaotic, more productive and business is up!
We were able to keep a lot more appointments on the book, which led to us having an increase in our revenue. I will say that GoReminders is perfect for any business that is centered around appointments. Any person that has a business that is built by appointments, we know some of the biggest challenges that we have are keeping appointments on the book. And that's how we make our money, by having more appointments. So I would say if you need to have more structure in your life and you want to have a full-blown system to be more organized and get the most out of your schedule, then GoReminders is definitely a good fit for you.
I do like the fact that a client can contact me with questions, reschedules and most importantly, letting me know they have confirmed the appointment. Thosethatdoconfirm99%ofthetimeactuallyshowupfortheappointment. It is easy to use, easy to maintain and easy to access. Thanks!
I work for a small law firm and we love GoReminders. It’s increased our revenue and saved us time. In the past our clients would state that they would prefer to receive texts about appointments & court appearances but obviously our staff did not want to have to use their personal cell phones to fulfill such a request. With GoReminders we are now able to text them and our clients can respond to us.
Clients that would not want to be bothered with picking up the phone easily confirm appointments & appearances now. GoReminders has excellentcustomerservice and are open to suggestions and/or working with you to help you use their product more efficiently for your business. Our firm would definitely recommend GoReminders to other businesses.
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