WealthVoice Script Package: HNW clients
Customizable scripts on topics that interest your high-net worth clients:
1031 exchanges
Charitable trusts (lead vs remainder)
Tax-loss harvesting
Securities-based lending
These scripts are designed to use on the WealthVoice platform but contain information that can be customized and adapted to social media, articles, newsletters and more. Each script comes with ideas to help you personalize the script to fit your brand and to align with your audience’s priorities.
Get a PDF of all four scripts with purchase. Once you see how easy it is to customize a pre-written script, you’ll never want the headache of writing from scratch again.
Customizable scripts on topics that interest your high-net worth clients:
1031 exchanges
Charitable trusts (lead vs remainder)
Tax-loss harvesting
Securities-based lending
These scripts are designed to use on the WealthVoice platform but contain information that can be customized and adapted to social media, articles, newsletters and more. Each script comes with ideas to help you personalize the script to fit your brand and to align with your audience’s priorities.
Get a PDF of all four scripts with purchase. Once you see how easy it is to customize a pre-written script, you’ll never want the headache of writing from scratch again.
Customizable scripts on topics that interest your high-net worth clients:
1031 exchanges
Charitable trusts (lead vs remainder)
Tax-loss harvesting
Securities-based lending
These scripts are designed to use on the WealthVoice platform but contain information that can be customized and adapted to social media, articles, newsletters and more. Each script comes with ideas to help you personalize the script to fit your brand and to align with your audience’s priorities.
Get a PDF of all four scripts with purchase. Once you see how easy it is to customize a pre-written script, you’ll never want the headache of writing from scratch again.
