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Phone audio for financial advice practices

What a caller hears should sound considered rather than sold, and it should say nothing that could be read as advice. That is a narrower brief than most businesses have, and it is a solvable one.

Start your recordingHear the Australian voices

Why it matters here

A recording that says the right amount

  • Tone is most of the first impression

    Somebody ringing about their retirement is deciding whether you sound steady. That judgement is made in the first few seconds, before anyone has said a word to them directly.

  • A recording is a published statement

    Anything resembling a recommendation, a projection or a past return has no business on a phone line, where it is repeated to every caller without context. Describe what you do and how you work, and leave the advice for the meeting.

  • Existing clients and first enquiries want different things

    One is booking an annual review with your client services team. The other has never spoken to an adviser and is not sure what happens. A menu that separates them puts both in front of the right person sooner.

  • The first meeting is the unknown

    What it costs, how long it takes, what to bring, whether they are committing to anything. Answered on hold, more of those callers book, and they arrive with the paperwork.

Music On Hold

An example script

The shape and the level of detail that tends to work for financial advisers. The business is invented and the words are only a starting point — yours are written in the studio.

Thank you for holding. One of our advisers or their support team will be with you shortly. If you are arranging your annual review, our client services team can book that and will send the agenda beforehand. If this is your first call to us, the initial conversation runs about forty-five minutes, there is no charge for it, and it is a chance to understand what you are trying to achieve before anything at all is recommended.

What to mention in yours

  • What a first meeting involves, how long it runs and whether it is charged.
  • Who to ask for when booking a review.
  • The documents worth having to hand for that first conversation.
  • Your hours, and how something urgent is handled outside them.
  • Nothing that could be read as a recommendation, a projection or a return.

You write the words, or edit what the assistant drafts, so what your callers hear is your decision rather than ours.

Questions

Before you start

Pick from the Australian voices, and take a five-second preview of your own audio. Your download is prepared for your phone system, and pricing is one payment for the recording you make.

Elsewhere

Other industries we have written for

The studio is the same for every business. What belongs in the script is not.

Create a message for your advice practice.

Start from a blank page or let the assistant draft it. Either way you hear five seconds of your own audio before you decide anything.

Create my audioSee pricing

No account needed. Payment comes after the preview, not before.