Financial advice · Worked example
New enquiry chat for a financial adviser
Answers questions about the adviser's services and fees on the website, then books a free first meeting.
The problem
Visitors to an adviser's website want to know how the service works and what it costs before they commit to a call. Most leave without asking.
How it works
- Answers from the practice's own service guide, fee structure and disclosure documents
- Explains the first meeting process and who the advisers are
- Asks a few questions to route the enquiry to the right adviser
- Books a first meeting straight into the adviser's calendar
- Declines personal recommendations and points them to the meeting
What it connects to
- VisitorDo you charge a percentage or a flat fee?
- AgentThe practice charges a fixed fee for a financial plan, and ongoing service is an annual fee agreed up front. The first meeting is free. Want me to explain what happens in it?
- VisitorSure. I'm 58 and thinking about retirement.
- AgentThe first meeting is about an hour, looking at where you are and what you want retirement to look like. One of the advisers specialises in retirement planning. Shall I show you her next available times?
Illustrative conversation. Names, numbers and details are made up.
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