What’s in a name? Financially speaking, a lot!
Who comes to mind in your circle of friends and relatives who might benefit from investment planning with me? I’d love their names.
I want to continue to devote the majority of my time and attention to keeping you and my other clients informed on financial news and changes that can make a difference in your investment strategies. That makes it difficult for me to cultivate new client contacts at the same time. Also, I’ve found that happy clients provide the best word-of-mouth referrals.
So do your friends and family, and me, a favor. Share the name and contact information of someone you believe may benefit from our services. We’ll reach out to them by email, phone call or letter, depending on the information you provide. During that contact, we introduce ourselves, let them know you suggested they might be interested in our services, and ask if there is anything we can help them with. We promise to contact them once. If they aren’t interested, we won’t continue to pursue a relationship with them.