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Swipe file

Wording for hard client conversations

How to use this swipe file

Share this with new staff or use it yourself before a difficult call. Clear wording protects the client and the adviser.

What is inside

When a client wants a guarantee
When a client asks how long it will takeGive the official guidance and then say that it varies.
When the case is outside your levelKnow your limit. Work only at the level you are registered for.
When a client asks about feesPut it in writing.
When the answer is a refusal
When the news is good

Three title ideas for your own version

Wording for hard client conversations
What to say when you cannot promise an outcome
Plain lines for difficult visa conversations

Where to promote it

Your team handbooklocal advisers groupssocial media postsyour welcome pack for staff

Why have wording ready for hard conversations?

What you say when the news is uncertain or bad shapes how a client remembers you. Honest lines help you stay calm and clear.

Make this swipe file your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

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