The Ideas for Your Article in this section focus on referrals. If you would like to use one of these articles in your news and announcements section, simply let us know the article number (in parentheses after the title). Don’t use one of our newsletters? Find out more here.

Help Your Friends (#1019-1587)

We have worked together to create a financial strategy and investment portfolio that has put you on the path toward your investment goals and objectives. During this time, I am sure you realize the importance of professional financial advice when it comes to understanding different types of investments, asset allocation, and how the economic and political environment relates to your financial situation.

I enjoy helping guide you through this complicated maze of financial information, and I value the faith and trust you place in me. My goal is to ensure that you are pleased with the work that I do for you.

I also hope that you will be so satisfied with my work that you will want your friends and relatives to benefit from my services as you have. So, if you have friends or relatives who you think could benefit from my services, please tell me about them. Please be assured that I will treat your referrals with the same degree of confidentiality and respect that you are accustomed to. I value you as a client and thank you for giving me the opportunity to help others to achieve their financial goals.

I Appreciate Your Referrals (#1019-1588)

I devote most of my time to providing you with quality financial service. Because there is frequently only a brief amount of time left over at the end of the day for marketing activities, referrals from existing clients is the most significant source of new business. Much of the success of my business comes from clients and colleagues who mention me to their friends and coworkers.

If you ever hear someone say, “I really need help with my investments,” “I need to come up with a financial plan,” or “I need to seriously begin thinking about saving for retirement,” please remember to give that person my name and telephone number. You can also feel free to give me a call, and I will contact that individual.

I deeply appreciate all the referrals you already sent to me and thank you for your assistance in helping my business grow.

I Need Your Help (#0719-1576)

Referrals are an essential resource for new business for me. Nothing has quite the impact on a potential client as the kind words of a current and satisfied client.

Many individuals need help with some aspect of their personal finances but have no idea who or where they should turn. By passing their names on to me, you do both your friends and me a great favor.

How do you know if someone would be a good candidate for my services? Often, a significant change in someone’s life will require help with their finances. These changes could include a recent marriage or divorce, a relocation, a job promotion, a new child or grandchild, graduation from college, a new business, or a recent inheritance.

I offer a wide variety of financial services, including financial planning, investment planning, estate planning, insurance planning, and tax planning, allowing me to help most people with their financial concerns.

Thank you for the faith and confidence you have shown by referring individuals to me in the past. I look forward to any additional referrals you may provide in the future.

Thanks for Your Trust (#0719-1577)

A great deal of personal satisfaction comes from helping my clients work toward their financial goals. My career would not be nearly as satisfying without the wonderful clients I have enjoyed relationships with over the years. I appreciate the confidence and trust you place in me by allowing me to assist you with your financial plans.

I also appreciate the many referrals I received from clients over the years. To me, it is the highest compliment I can be paid — to have someone who is so satisfied with my work that they refer a friend, coworker, or family member to me.

Please continue to refer anyone you think would be interested in my services. Thanks again.

Referrals Anyone? (#0419-1560)

Please continue to send feedback about the information you find helpful in this newsletter. I realize financial information is everywhere and sifting through it can be time-consuming and complicated. You may feel bombarded with too much information by the financial news media. You can read detailed specifics about financial vehicles and strategies, but you may be left confused about when and how you should use them. If so, please call so I can help you feel in control of your finances.

It is my hope you will consider me as your resource for your financial service needs, and you will call whenever you need help or advice. I always appreciate the opportunity to introduce myself, so please continue to inform me of any friend or family member who may benefit from my services or who would enjoy receiving this newsletter.

Help Someone Plan for the Future (#0119-1541)

Do you realize most people spend more time planning their vacations than they do their financial futures? If you are one of my clients, you realize how important it is to think through your goals for the future and create and implement a financial plan. This takes commitment and motivation, but is definitely worth the time spent.

I feel strongly that financial planning is necessary for every individual, and I hope you will encourage your friends and family to take the time to plan for the future. If you have friends or family members who you think could potentially benefit from the type of planning I have done for you, please let me know. I would appreciate the opportunity to help those you care about establish their path to pursuing their financial goals.

Transitions in Life (#0119-1542)

I am unable to express how much I enjoy helping clients plan for their future. I feel a great deal of satisfaction when clients commit to a plan that we believe can help them pursue their financial goals. That feeling is what makes this business so special to me.

These decisions and commitments frequently come at a time of great personal stress. In fact, many of my new clients see me for the first time because they have experienced a change in their lives. I have seen individuals who recently married, lost a spouse to divorce or death, won the lottery, or are approaching retirement. Regardless of whether it was a positive or negative change, all were thankful to have a trusted financial advisor to help them work through these life changes.

Do you know someone who is going through a life change, such as getting married or divorced, having a baby, dealing with a spouse’s death, or preparing to retire? I am devoted to guiding and supporting those going through these transitions. By introducing them to me, you could be doing both of us a favor.

Does Someone You Know Need Help? (#1018-1528)

You and I have worked together to build an investment portfolio that has put you on the path toward your financial goals. By doing so, you realize the importance of professional financial advice when it comes to understanding different types of investments, asset allocation, and how the economic and political environment relates to your financial situation.

I enjoy helping guide you through this complex maze of financial information, and I value the faith and trust you have placed in me over the years. My goal is to ensure you are pleased with the work I do for you and to continue our professional relationship.

I also hope you are satisfied with my work and that you will want your friends, colleagues, and relatives to benefit from my services in the same way as you have. So, if you have friends or relatives you think may benefit from my services, please tell me about them. Please be assured I will treat your referrals with the same degree of confidentiality and respect to which you are accustomed. I value you as a client and thank you for giving me the opportunity to help others to pursue their financial goals.

The Most Sincere Compliment Is Referrals (#0718-1508)

It seems the information provided in this newsletter is of great interest to my clients, so I will continue to provide these timely and informative articles for you. Please share this newsletter with your family, friends, and colleagues. I would be pleased to add them to my newsletter distribution list if they are interested.

Speaking of family, friends, and colleagues, please keep in mind that the most sincere compliment you can give me is a referral. If you know someone who does not have a financial advisor or is unhappy with their current financial advisor, please recommend me. I would be extremely appreciative. I can help them in the following areas: retirement and college planning; estate analysis and planning; life, disability, and long-term-care insurance planning; individual and group health insurance; and 401(k) and IRA review and analysis.

Your Help Is Appreciated (#0718-1509)

I am often asked if I am taking on new clients. I want to let you know that although I am very busy, I am always looking for new clients.

I have a plan to expand my business over the next few years; and accordingly, if you have friends, family, or acquaintances who you think could benefit from the services I offer, please let them, and me, know. I am improving my technology and finding ways to make my business more efficient so I can sustain growth and, at the same time, serve my current clients.

Your help is much appreciated. Please be assured that anyone you refer to me will be treated with complete confidentiality. Please call me today with your referrals.

My Primary Source of New Business (#0718-1510)

Many of you have given me many referrals over the years, and I am always very grateful for them. Referrals have always been, and will continue to be, my primary source of new business. One of the problems with this approach has been the lack of a simple way for you to let others know about my services without sounding too pushy.

One way you can refer me is by passing along this newsletter. As you are well aware, I feel education is a very important part of my service to you. If you would like us to send a copy of this newsletter to a friend, coworker, or family member, let me know, and I will include them on my mailing list.

Your Referrals Are Valuable (#0418-1495)

If you value the service I provide as your financial professional, chances are you know someone else who will, too. Why not give your friends, relatives, neighbors, and colleagues an important tool in helping to achieve their financial goals? Be assured that anyone you refer to me will receive the same high level of professional service and personal attention you have come to expect from me. I’ll even be happy to send them a free subscription to this newsletter.

Thank you for your continued business. I look forward to helping the people you care about.

Thank You for Your Referrals (#0118-1481)

Over the years, many of you have asked me to speak with one of your friends or colleagues about investments, retirement planning, financial planning, or other similar subjects. I am always honored you have so much confidence in me that you send referrals to me.

First, confidentiality is the cornerstone of my business. Each of my client relationships is separate and totally private.

Second, I place a high priority on thoughtful and courteous service.

And finally, I will never give advice without thoroughly understanding a client’s needs, goals, and objectives. Investing isn’t a quick process with fast recommendations. It requires time from both me and the client.

My purpose in writing this is to let you know if and when you would like me to speak with a friend or colleague, you will be assured they will be treated with the same high professional standards I extend to you.

Let’s Help Each Other (#1017-1465)

One of the best things about this business is the opportunity to meet and work with great clients like you.  I am committed to providing quality service, and I appreciate the confidence and loyalty you have placed in me through the years.

Since I deal with many qualified professionals in other businesses, such as CPAs, mortgage brokers, and tax attorneys, please let me know if there is someone whose help you may need.  Likewise, if you have a friend, relative, or colleague who I can assist, please feel free to pass along my name and information.  A referral is the greatest compliment to my business that I could ever receive.

An Important Source of New Business (#0717-1448)

Referrals are an important source of new business for us. Nothing has quite the impact on a potential client as the kind words of a current satisfied client.

Many individuals need help with a particular aspect of their personal finances but have no idea who they should turn to. By passing their names on to us, you do both your friends and us a wonderful favor.

How do you know if someone would be a good candidate for our services? Often, significant changes in a person’s life will call for help with their finances. These changes could include a recent marriage or divorce, a relocation, a job promotion, a new child or grandchild, a college graduation, a new business venture, a recent inheritance, etc.

I offer a wide variety of financial services, including financial planning, investment planning, estate planning, insurance planning, and tax planning, allowing me to help most people with their financial concerns.

Thank you for the confidence and trust you have shown by referring individuals to me in the past. I look forward to any additional referrals you can provide me in the future.

Referrals Are Appreciated! (#0117-1413)

Since I do not advertise in the yellow pages or local papers, I depend on satisfied clients to recommend new clients to me.  My philosophy is to develop outstanding relationships with my clients, hoping they will in turn recommend me to family, friends, and coworkers.

Most people want assistance with their personal finances but don’t know to whom to turn.  You could be doing them a favor by referring them to me.

Most people turn to me for ideas when they have a financial change in their life.  Financial changes come in many different forms, including:

  • Marriage or engagement
  • Pending divorce
  • Birth of a child
  • Home purchase
  • Starting a business or profession
  • Death of a family member
  • Retirement
  • Providing for a college education
  • Job promotion
  • Receipt of an inheritance
  • Job loss

If someone in any of these situations comes to mind, please call me with their name, phone number, and address, and I will contact them regarding my services.  Thank you for your help.

My Primary Source of New Business (#0117-1414)

Many of you have given me referrals over the years, and I am always very grateful for them.  Referrals have always been, and will continue to be, my primary source of new business.  One of the problems with this approach has been the lack of a simple way for you to let others know about my services without sounding too pushy.

One way you can refer me is by passing along this newsletter.  As you are well aware, I feel education is a very important part of my service to you.  If you would like us to send a copy of this newsletter to a friend, coworker, or family member, let me know, and I will include them on my mailing list.

The Greatest Compliment (#0117-1415)

A great deal of personal and professional satisfaction comes from helping my clients work toward their financial goals.  My career would not be as enjoyable without my wonderful clients.  I appreciate the faith you place in me by allowing me to assist you with your financial objectives.

In today’s busy world, we often forget to express our gratitude and appreciation to those who made our success possible.  I would like to take a moment to thank all of my clients for your business and continued support.  I truly appreciate the loyalty you have placed in me over the years.

I would also like to express a special thank you to those who referred friends and colleagues to me.  Your referrals allow me to offer more personalized services.  I understand these referrals represent your trust in me, and I am honored you feel comfortable enough to make referrals.  Be assured I will always treat referrals with the same respect I give you.

A referral is the greatest compliment that I could ever receive.  If you have friends, relatives, or coworkers who you think could benefit from my services, please tell me about them when we next meet.