![12
[If
this
isn’t
absolutely
necessary
it
would
be
a
great
place
to
wrap
up
to
a
conclusion
and
save
Ome]
Our
support
staff
is
ready
to
answer
any
quesOons
and
help
you
along
the
way.
Our
cancellaOon
policy
is
simple,
if
Financial
Guard
can’t
provide
you
the
help
you
need,
cancel
at
anyOme.
We
will
miss
you….and
your
subscripOon
fee,
but
this
isn’t
about
us,
it’s
about
what’s
best
for
you.
13
Broker
holding
an
envelope.
Pull
back
to
reveal
he’s
in
a
cannon.
Bob
lights
the
fuse
and
shoots
him.
He
flies
over
his
yacht
trailing
sparks
and
money.
Pan
down
to
Bob
at
a
park
with
his
kids,
who
reach
up
and
grab
it.
Bob
gets
a
message
on
his
phone:
“You
have
new
advice.”
So
fire
that
expensive
broker
you
haven’t
heard
from
since
they
got
their
commission
check.
He’s
got
a
yacht
to
care
for,
and
you
have
a
future
to
tend
to.
It’s
Ome
for
you
to
let
Financial
Guard
watch
your
money,
so
you
can
go
do
what
you
really
love
to
do.
Get
the
advice
you
need,
when
you
need
it,
and
save
money.
14
Ending
logo
and
website.
Financial
Guard.
Fire
your
broker,
free
your
money.](https://image.slidesharecdn.com/examplefinancialguardscript0721-131213170411-phpapp02/85/Example-financial-guard-script-0721-3-320.jpg)
Example financial guard script 0721
- 1. ! ! ! ! Client: Financial Guard Title: Financial Guard Overview Length: 3:00 Audience: Web visitors Writer: Danny Humphrey VIDEO AUDIO Protagonist (let’s call him Bob) is si6ng at a desk looking at a pie chart... which turns into his Broker’s car wheel (License plate: FEES RULE) Here is how your porFolio looks to you… 2 Car drives away, but a yacht approaches, which is named The Commissionable. Broker is standing on deck with champagne. Consider this… working with brokers can cost you thousands in unnecessary commissions and fees, many of which are hidden from you…then again if that’s you riding on your brokers yacht… the fees are no longer hidden. 3 Back to Bob stressed out trying to read a ton of documents and contracts. If you’re managing investments on your own, do you really have Ome to do the research and maintenance necessary to grow AND protect your money? ATer all there are over 28,000 funds to choose from… 4 On Bob’s laptop appears Phil, who represents FG. Phil hands the money to Bob. Phil lovingly holds a file labeled “Bob’s porFolio.” What if you could get your investment advice through an automated web advisor that can save you thousands of dollars a year, watches your money 24 hours a day, and places your best interests first, always! 5 Bob enters the laptop screen where there is a shining city with a sign: “Financial Guard.” Phil shows Bob around the city, where there are sprouts growing into tall beanstalks represenOng Bob’s porFolio. Welcome to Financial Guard. While no one can guarantee investment returns, Financial Guard will give your money the best opportunity to grow by removing unnecessary expenses and recommending only the highest quality mutual funds. Remember, we don’t accept any commissions or fees except your low monthly subscripOon. Whether you have a lible or a lot, the advice and ongoing oversight is all about you. 1 and here’s how it looks to a commission broker…
- 2. 6 Bob’s sprouts all over. Broker appears and tries to pick one one of the sprouts, but Phil sounds a siren and a flying patrol saves the day. To protect your money Financial Guard will make sure you’re diversified into investment categories best for you. Should a fund or brokerage try to “sneak” a fee into your porFolio, an alert is on the way. 7 Similar to mint.com video: 0:21-‐0:40 Here’s how it works: Sign up for the 30 day free trial and complete a 2 minute personal risk profile. Now link your accounts to Financial Guard, its easy and secure. First, search for the insOtuOon where you have your account. Financialguard.com links to over 7,000 insOtuOons. 8 Similar to mint.com video: 0:41-‐0:50 Next, input the username and password for accessing the account directly through the web. These insOtuOons allow your account to be linked because no personally idenOfiable informaOon is transmibed. The link is read only; think of a one way street of data, where informaOon or instrucOons cannot be pushed back to your linked account. A one-‐way street of data from an insOtuOon to Financial Guard (the city). Stray informaOon tries to go the other way but cannot. 9 Similar to mint.com video: 0:52-‐1:14 Once your accounts are linked, Financial Guard’s advice engine analyzes criOcal data to provide you a porFolio grade and advice on how to improve. We have no hidden agenda, if your porFolio is awesome, we’ll let you know. Financial Guard will advise on what funds to keep, as well as what to sell and buy. 10 Everything from Scenes 7-‐9 gets folded up in “Bob’s PorFolio” which Bob is holding, smiling. In the background Broker looks sad. It’s safe, secure, and allows Financial Guard to provide the level of abenOveness that brokers promise, but rarely deliver. 11 Phil is at a projector screen showing Bob his opOons with different charts and graphs, showing how much he can save at each insOtuOon. Bob is walking, when a paper airplane flies up to him. It’s an email from Financial Guard saying “You have new advice.” We even go a step further. If the funds we recommend can be acquired without trading costs at a parOcular discount brokerage, we’ll let you know. Saving you money is something we love to do. When criOcal changes need to be made, Financial Guard will let you know. We work with all account types including company reOrement plans like 401k’s.
- 3. 12 [If this isn’t absolutely necessary it would be a great place to wrap up to a conclusion and save Ome] Our support staff is ready to answer any quesOons and help you along the way. Our cancellaOon policy is simple, if Financial Guard can’t provide you the help you need, cancel at anyOme. We will miss you….and your subscripOon fee, but this isn’t about us, it’s about what’s best for you. 13 Broker holding an envelope. Pull back to reveal he’s in a cannon. Bob lights the fuse and shoots him. He flies over his yacht trailing sparks and money. Pan down to Bob at a park with his kids, who reach up and grab it. Bob gets a message on his phone: “You have new advice.” So fire that expensive broker you haven’t heard from since they got their commission check. He’s got a yacht to care for, and you have a future to tend to. It’s Ome for you to let Financial Guard watch your money, so you can go do what you really love to do. Get the advice you need, when you need it, and save money. 14 Ending logo and website. Financial Guard. Fire your broker, free your money.