Can you please comment if the email below can be improved upon. Hi Delbert, This is a courtesy reminder of your scheduled phone consultation with _____________; he will call you at work at the following number: xxx-xxx-xxxx. Date: Thursday, September 17 Time: 1:00 PM Duration: 20 minutes To help you get the most out of your experience, please have your Values-Based Financial Planning Book and Financial Road Map handy when he calls, you do not need to read the book. The purpose of the Phone Consultation is to go over some of the key concepts in the book and how they can favorability impact the quality of your life. If an emergency should arise that prevents you keeping your appointment, please contact me as soon as possible so we can reschedule for another time. John is looking forward to speaking with you!

Article ID: 558

Last updated: 20 Nov, 2019

Replace "favorably impact the quality of your life" with the specific reasons that are relevant for him / her. You learned this from your client who made the referral, during the self-referral conversation, and / or your follow-up phone conversation where you scheduled this phone consultation.

If an emergency should arise that prevents you keeping your appointment, please contact me as soon as possible so we can reschedule for another time.

Use "another time" instead of a time that is more convenient for you.

John is looking forward to speaking with you!

Instead of "John is looking forward to speaking with" use something that is benefit-oriented for them: John looks forward to the opportunity to help you discover how some of the ideas you will discuss will help you _________________ (insert relevant, personal benefits).

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