THE HANDSHAKE (SCRIPTS & TOOLS) The “upgrade" conversation
THE ADVISOR SCRIPT "Healthcare is a risk to your retirement plan. While I am not involved in medicine, I am responsible for protecting your financial future from preventable surprises. I want to introduce you to a clinical infrastructure team that acts as an operational family office for your healthcare. They remove the logistics friction so you can focus on recovery.
SERVICE LEVEL AGREEMENT Our promise to you regarding the referred client: 1 Business Day: We contact the referred client within 24 hours. No Sales Pressure: If the client declines, we go quiet immediately. No drip campaigns. No chasing.
You decide if it's worth it .”
Accessum Health provides clinical advocacy and oversight. The referring Wealth Advisor does not practice medicine.
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