Asking Your Friends for Referrals

Hello Bill, Thank you as always for the great tips! 

As a financial planner, it is imperative to ask your immediate circle to keep you in mind for new business.
 
At the moment, I am trying to prepare a letter to go along with my new brochure to send to my friends, family, loved ones for the new year.  I am asking for your assistance with a one sentence that politely asks for their recommendation or referral to people they might know in need of financial advice. Any suggestions are greatly appreciated!!!  Kindly,  
A
lbert

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Albert, 
Thanks for taking the time to write. How about a PS on your letter?  Here are a couple.. PS – Please don’t keep the important work we do a secret. PS – We’re never too busy to see if we can help any of your friends, colleagues, or family members. 

OR  In the body of your letter, you could say… “You may be surprised at how many successful people – your friends and colleagues – who are getting bad advice and incomplete advice and don’t even know it. It’s important for you to know that we are never too busy to see if we can be a trusted resource for them, as we have been for you. We promise we will treat them like royalty.”

Obviously, you need to make this fit your style and that of your clientele.

I hope this helps a bit,
Bill 
 

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