We have a library of prebuilt campaigns for many commonly sold products and services. There is a prebuilt campaign for financial advisory services. You will need to go to Sales Message Builder and then to Campaigns here https://salesscripter.com/pro/folder/campaigns and you will see a button for "View Prebuilt Campaigns".
When you click on that, you will see a directory of campaigns that you can select and add to your account. If you select the financial advisory services campaign and load it in your account, you can then advance forward to the Sales Playbook area of the system and load any of the scripts and documents with the financial advisory campaign.