Published on 11-02-2021

SMS and text templates for financial advisors, planners and money coaches

Text SMS message templates for financial experts, consultants, advisors, firms and money coaches

Efficiently run your finance advising, planning, and money coaching business like a pro using text SMS messages for your appointment scheduling app. Send preset confirmation, reminder, and general messages depending on your business need.

Text templates work well with appointment reminder and scheduling software allowing you to quickly personalize, schedule, and send automated text reminders to your business leads and customers for different purposes.

1. Send confirmation text messages to your finance services clients

Use these templates to automate the messages prompting your clients to confirm their appointment as soon as they book your services.

Hi [FINANCE-CLIENT]. Kindly reply YES to confirm your finance planning appointment booked with [FINANCE-CONSULTANT] on [DATE] [TIME]. Regards!

Hello [CLIENT-NAME]. You’ve booked a money session with [MONEY-COACH] on [DATE] [TIME]. Reply YES to confirm or call [PHONE-NUMBER] for help.

Hey [COACHING-CLIENT]. You’ve booked your appointment with [FINANCE-FIRM]. Please reply YES to confirm or reply to this message for help. [YOUR-NAME].

2. Reminder text message templates for financial consulting

After your finance consulting and services confirm their appointments, ensure they attend by sending them appointment reminders to minimize no-shows.

Hi [CLIENT-NAME]. Your money coaching appointment on [DATE] [TIME] with [CONSULTING-BUSINESS] is a week away. Reply to this message for help. [YOUR-NAME].

Hello [FINANCE-CLIENT]. Your finance consultancy appointment booked [DATE] [TIME] is 24 hours away. Reply to this message or call [PHONE-NUMBER] for help. See you there. [YOUR-NAME], [FINANCE-FIRM].

3. Manage appointment cancellations and rescheduling with SMS text samples

Sending messages whenever your clients cancel their appointments can help them schedule again if they made a mistake or when they are ready to book again.

Hi [CLIENT-NAME], you’ve successfully cancelled your appointment schedule on [DATE] [TIME] with [FINANCE-CONSULTANT]. Book again when you’re ready at [LINK] or call [PHONE-NUMBER-NUMBER] for help.

Hello [PROSPECT-NAME]. Your appointment on [DATE] [TIME] is successfully cancelled. Schedule again at [LINK]. Reply to this message for help. [MONEY-COACH].

Congratulations [CLIENT-NAME]. You’ve successfully rescheduled your appointment with [FINANCE-FIRM] on [DATE] [TIME]. Reply to this message or call [PHONE-NUMBER] for help.

4. SMS and text templates to share virtual appointment link

Hi [FINANCE-CLIENT], the link to your virtual finance appointment with [FINANCE-EXPERT] on [DATE] [TIME] is [LINK]. Reply to this message for help.

Hello [CLIENT-NAME]. [LINK] is your meeting link for your upcoming appointment on [DATE] [TIME] with [FINANCE-CONSULTANT]. Ask for support by replying to this message.

Hey [PROSPECT-NAME], your [DATE] [TIME] online coaching session access details are [INSERT-DETAILS]. Get help by replying to this message or call [PHONE-NUMBER].

5. Inform your clients about requirements with text and SMS templates

Hello [CLIENT-NAME], prepare [REQUIREMENT-A] and [REQUIREMENT-B] for your upcoming appointment with [FINANCE-CONSULTANT] on [DATE] [TIME]. Reply to this message for inquiries.

Hi [COACHING-CLIENT], come with your previous money manager sheet for your upcoming appointment on [DATE] [TIME]. Reply to this message to ask for help. [MONEY-COACH].

6. Text samples to get clients ready for their money and finance appointment

Hello [COACHING-CLIENT]! Kindly fill the unique finance essential form at [LINK] at least 24 Hrs. to your appointment on [DATE] [TIME]. Reply to this message for help. Help line [PHONE-NUMBER]. [COACH-NAME], [COACH-BUSINESS].

Hi [CLIENT-NAME]. Please the form at [LINK] prior to [DATE] [TIME] appointment at [FINANCE-FIRM]. Reply to this message for any help or call [TEL NO.] [YOUR-NAME].

7. Ask your clients to send any essential requirements with text message templates

Hey [CLIENT-NAME], please send [REQUIREMENT-A] and [REQUIREMENT-B] to my email [INSERT-EMAIL] to facilitate planning for your appointment on [DATE] [TIME]. Rely to this message or call [PHONE-NUMBER] for help. [FINANCE-CONSULTANT].

Hello [CONSULTING-CLIENT]. Please share details [A], [B], and [C] via [SHARING-MODE] as you look forward to your money coaching appointment on [DATE] [TIME] with [FINANCE-FIRM]. Reply to this message for help. [YOUR-NAME].

8. Book more clients with text and SMS message offer templates

Hello [FORMER-CLIENT], book your monthly appointment by [DATE] and you could get a special 30% off. Offer valid for first 10 appointments. Book at [LINK]. Reply to this message to get help. [FINANCE-EXPERT].

Offer! Hi [CLIENT-NAME], get 50% off your first money coaching session for all booking made at [LINK] before [DATE]. [FINANCE-CONSULTING-FIRM]. Get help by replying to this message.

9. Know the financial progress of your clients using follow-up text templates

Hello [CLIENT-NAME], its [COACH-NAME] at [BUSINESS-NAME]. Check in to ensure you have successfully implemented your finance strategy. If you need help reply to this message or talk to me at [PHONE-NUMBER].

Hey [CLIENT-NAME]. I hope you’re catching up with your new money management tips. Reply to this message if you need any help. Help line [PHONE-NUMBER]. [FINANCE-FIRM].

10. Client feedback request text templates for finance advisors’ clients

Dear [CLIENT-NAME]. Thank you for checking in with me to align your money strategies. Rate the service with 1 for GREAT or 2 for CAN DO BETTER. [MONEY-COACH].

Hello [BUSINESS-CLIENT-NAME]. Rate our company finance consulting services you received two days ago on [DATE] in a scale of 1 to 10. 10 is highest. [NAME], [FINANCE-FIRM].

11. Request for Google review with SMS and text templates

Hi [CLIENT-NAME], its [MONEY-COACH] here to say thank you for consulting with me. I request for a review on my Google Business page [LINK] to help me share word with potential customers. Reply to this message for help.

Hello [FINANCE-CLIENT], thank you for using our finance advisory again. Please give us a Google review at [LINK] to help share word our about our services. [YOUR-NAME], [FINANCE-FIRM]. Any concern, reply to this message.

12. SMS samples to fill last minutes appointments

Good news [CLIENT-NAME]! Book the appointment that has just become available on [DATE] [TIME] via [LINK] by [TIME] or reply and we’ll help reschedule. [REP-NAME], [FINANCE-BUSINESS].

Hey [PROSPECT-NAME]. You’re on our waitlist and an appointment has become available today at [TIME]. Please book before [TIME] if you are available or reply to this message for help. [FINANCE-EXPERT].

13. Text SMS templates to request for payments from your finance clients

Hi [CLIENT-NAME], remember to clear your [AMOUNT] bill for finance consulting services offered on [DATE] [TIME] at [FINANCE-CONSULTING-BUSINESS] by [DATE]. View payment guidelines at [LINK], reply to this message or call [PHONE-NUMBER] for help.

Hello [CLIENT-NAME], kindly clear your 30-day-old bill of [AMOUNT] for money coaching services offered on credit by [COACH-NAME] from [START-DATE] to [END-DATE]. Call [PHONE-NUMBER] or reply to this message for help.