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

Please make sure when creating this e-mail to attach a Retirement Distribution Summary client report containing the client's recommended plan. > See Sample Annotated Plans for NaviPlan Standard v11.2

Subject: Your Retirement Plan

Dear Ms. Thompson,

I enjoyed meeting with you to discuss your retirement goals. I have attached a copy of your retirement distribution summary report. This report contains recommendations based on my assessment of your current retirement 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

• a summary of your current retirement assumptions
• a breakdown of your asset allocation details
• a listing of your planned retirement expenses
• an assessment of your current retirement needs & abilities
• a proposed retirement plan containing strategies to meet your retirement needs

I will contact you next week about implementing your retirement plan but, 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 again for allowing me to earn your business. I look forward to our next meeting.

Best regards,

David Harte
Financial Advisor
Harte & Associates
555.5858.