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Obtaining
Recommendations from Moneymax®
Letter of Introduction
to Recommendation
Are you on the right
track to achieve your financial goals?
Here's an easy way to find out.
(Date)
(Prospect's Name)
(Address)
(City,ST 9999)
Dear (Prospect),
(Client's Name) suggested
that I write you a letter to introduce myself
and my services to you. I am a financial
advisor with (your company name here). I
am committed to helping my clients achieve
their financial goals; therefore, a client
relationship with me means that I help you:
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Keep more of what
you make by minimizing your taxes. |
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Take control of
your money rather than it controlling
you. |
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Manage your investments
more effectively. |
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For prospects with
young children: Plan for your children's
education. |
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For older clients:
Plan for a comfortable retirement. |
At company name), we
provide total service to our clients based
on their financial goals and objectives.
As a means of introduction to our services,
I've enclosed a simple yet valuable tool
we're using.
Take
advantage of this valuable financial learning
tool.
Enclosed you'll find a simple questionnaire
that can help you better understand your
attitudes and beliefs about finances so
you can better meet your goals. It's the
Moneymax® Financial Personality Profile
and it was developed through extensive research
by Dr. Kathleen Gurney - a prominent psychologist
on financial behavior. I am working with
Dr. Gurney's program to help you translate
your financial attitudes into investment
decisions that fit your personal money management
style. You'll see how your financial personality
can have an impact on the way you invest
and whether you should make any adjustments
to your approach.
There's
no obligation - only financial knowledge
to gain.
I know you're busy, but the questionnaire
only takes a few minutes. What's more, it's
free and there's absolutely no obligation
for you to invest in anything. By sending
in the questionnaire, you'll gain knowledge
on low you might more effectively meet your
specific financial goals.
I will follow up with
you the week of (date) to see if we can
meet and discuss how I might help you reach
your objectives. If you return the Moneymax
questionnaire, I'll also be able to share
your Moneymax Financial Personality Profile
with you. In the meantime, if you have any
questions please feel free to contact me
at (Advisor's phone number). I look forward
to speaking with you.
Sincerely,
(Advisor's signature)
(Advisor's name)
P.S. Don't put off this
important part of your life. Send in your
Moneymax Financial Personality Questionnaire
today and gain valuable insight on money
management.
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Financial Psychology
