Retirement discovery meetings booked
A couple in their late fifties calls because they have no idea if they can retire at 62. She learns their goals, the accounts they hold and when they hope to stop working, and books them with an advisor.
Someone new calls about retirement, a windfall, a business sale or just getting organized.
Learns the goal, timeline and accounts, explains how your practice works, books the discovery meeting.
A discovery meeting with the household's goals and a list of what they'll bring.
How it works
- Lets them say it plainly
"We just don't know if we're okay." She listens first and makes the call feel easy.
- Learns the household
Who's planning, ages, kids at home or not, both working or one retired, a business or a pension plan at work.
- Notes the goal and date
Retire at 62, help a child buy a home, sell the business in five years, plan after an inheritance.
- Lists the accounts
RRSPs, TFSAs, a workplace pension, non-registered savings, a mortgage. Kinds and rough sizes only, never account numbers.
- Explains how you work
Fee-only, fee-based or commission, the minimums you set, and what the first meeting costs, in the words your practice gives her.
- Books both spouses
A discovery meeting with the right advisor, with a text listing the statements to bring.
Example call
- CustomerHi. My wife and I are thinking about retiring in a few years and we honestly have no idea if we're on track.
- AI agentThat's exactly what a first meeting is for. Thanks for calling Harbourview Planning in Halifax. When are you hoping to stop working?
- CustomerI'm 58, she's 56. Maybe when I'm 62.
- AI agentThanks. Roughly, what do you have saved, RRSPs, TFSAs, a pension at work?
- CustomerWe both have RRSPs. She has a pension through the province. Some TFSA money.
- AI agentThat helps. The first meeting is free and takes about an hour. Ms. MacIsaac has Wednesday at 5 or Saturday at 10. Can you both come?
- CustomerSaturday at 10.
- AI agentBooked. I'll text a list: your latest RRSP and TFSA statements, her pension statement and your last notices of assessment.
After the call: Ms. MacIsaac's calendar shows Saturday 10:00 with "ages 58 and 56, target retire at 62, RRSPs both, provincial pension (her), TFSAs", and the couple has the statement list.
What your team gets
- Discovery meetings booked with goals and timelines noted
- Account types and rough sizes known before the meeting
- Both spouses booked together
- Statement lists texted after every booking
- Enquiries by source and goal, month over month
Questions
Will she tell callers whether they can retire?
No. She books the meeting, and the planning comes from the advisor. If they press, she says that's exactly what the meeting answers.
Does she ask for account numbers?
No. Only the kinds of accounts and rough sizes, so the advisor can prepare.
What if someone is below your minimum?
She explains your practice's options in the words you give her, or refers them where you choose.
Hear it on your phone
Request a demo call and the agent phones you, set up for financial planners like yours.