- Start with what stays the same
- Highlight client benefits (when true)
- Keep it simple: what’s changing, what to expect, what to do next
Client First Thinking
Clients don’t like change, so your job is to make the “why” feel stable, client‑first, and clearly better.
Start with what’s in it for the client. Reassurance + benefits.
Investment options: more options and/or lower‑cost share classes.
Platform fees: if fees decrease, quantify simply (no heavy math).
Technology: tangible upgrades (clearer statements, app/portal, service experience).
High‑level BD vs RIA: commission = broker‑dealer; fee = RIA (keep it simple).
Context matters: joining a group vs hanging your own shingle — explain the upside either way.
Brand choice: maintaining vs creating vs joining a brand — explain what you’re excited about.
Compliance review required: letters/scripts should be approved before use.
Optional client video: a short video can reduce confusion; consider graphics if you have multiple enhancements.
How to use this tool
- 1. Choose your storyline: Creating or Joining/Partnering
- 2. Check the benefits that are true (investment options, fees, tech)
- 3. Click Generate messages, then copy/paste the drafts
Client Message Builder
Create professional, client-first messaging for a transition — without sounding scripted or vague. This tool builds your Day 0 letter/email, follow-ups, call script, FAQs, and an optional client video script.
1) Choose your storyline (first-screen toggle)
2) Audience + tone
3) Key facts (keep it simple)
4) Client-first benefits (“what’s in it for them”)
Your drafts
Professional WarmDay 0 Email / Letter
Day 7 Follow-up
Day 30 Follow-up
90-second Call Script
FAQ Block
Client Video Script (60–90 seconds)
Outputs will appear here
What you’ll get
Day 0 Email/Letter
clear announcement + what stays the same + what’s next
Day 7 Follow-up
reassurance + status + reduces uncertainty
Day 30 Follow-up
sets expectations + reinforces improvements
90-second Call Script
natural spoken version
Client FAQ:
simple answers you can paste into an email or portal
Client Video Script (optional)
60–90 seconds, calm and clear
Avoid these common mistakes
- Don’t overpromise: avoid “nothing will change” unless it’s true
- Don’t bash the prior firm
- Don’t talk performance
- Don’t get lost in fee math — keep it simple
- Don’t leave clients guessing: always include “what happens next”
Next best step
Get weekly Signals + tool updates
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