Script For Introducing Edge – Smart Advisory Platform
Edge – Smart Advisory Platform was built with one clear purpose: to help advisors level up their client conversations. It’s more than just a planning tool — it’s a statement.
By investing in this platform, you’re not only enhancing the appointment experience with sleek, real-life visualisations, but also positioning yourself as a modern, forward-thinking advisor who goes the extra mile.
Most importantly, Edge helps uncover shortfalls and planning gaps in a way that clients can clearly see and understand — making it a powerful tool to open up meaningful sales conversations.
💡 Here are a few ways you can confidently share this platform with your clients — and maximise its impact.
1) Appointment Setting Outreach 💬
"Hey! Just a quick one — recently, I’ve started using a new financial planning tool that makes it way easier for me to map things out for clients.
It’s not one of those old-school spreadsheets — this one actually helps you visualise different life scenarios (like early retirement or medical situations), and see how your current plans would hold up.
If you're ever curious to take a look at where you stand or just want to see how some ideas could play out, I’d be happy to run a quick overview for you. No obligations — just thought it’s a really helpful visual tool to have.
Let me know if you’d be open to a short session — even 15–20 mins can give you a pretty interesting picture of where things are at."
2) In-Appointment Seamless Transition Script 💬
"Alright — now let me show you how your portfolio stacks up visually using a new planning platform I’ve recently invested in.
It’s designed to chart everything out clearly, so instead of just hearing numbers, you can actually see how your coverage lines up across different life stages.
So far, your coverage looks like this... (walk through summary)
And now, let’s play out a few scenarios — for example, what if a health event occurs at a certain age, or income drops temporarily?
This way, you’ll get a clearer picture of how your current setup handles these situations — and whether there are any areas worth strengthening."
The ideas above are just a starting point — simple ways to introduce The Edge and make it part of your everyday conversations. As we continue to explore more creative and effective approaches, we’ll keep adding to this list to support you in getting the most out of the platform.
Stay tuned, and as always, use what works best for your style and your clients! 💼✨
