Sample e-mail follow-up to client meeting - request for referral

Please make sure when creating this e-mail to attach a client report that covers the planning areas you discussed in the last client meeting. > See Sample Client Reports for Profiles Professional v9.0

Subject: Your Retirement Plan

Dear Ms. Thompson,

I enjoyed meeting with you to discuss your retirement goals. Based on our conversation, I’ve completed a financial analysis, which includes downsizing your residence at retirement. The attached report contains recommendations based on my assessment of your current needs and presents the steps you can take in this market that will help you to achieve your goals.

In this report, you will find

• your risk tolerance profile and recommended allocation
• an assessment of your current financial needs & income sources
• projections of your net worth and cash flow
• side-by-side retirement scenario comparisons

I’m looking forward to next week’s meeting and talking about next steps in implementing your plan. In the meantime, please don’t hesitate to contact me if you have any questions.

One more thing to think about before we meet again – I find that most people appreciate a referral from a trusted friend or colleague, especially when it comes to mapping out their financial future. Please let me know if anyone comes to mind.

Thanks for allowing me to earn your business.

Best regards,

David Harte
Financial Advisor
Harte & Associates
555.5858.