INTRODUCING PEOPLE TO III FINANCIAL
You should feel good about making the introduction, not hesitant or concerned. This is you saying to your friend or family member, “I just want to make sure you’re getting the best care for you”.
The people you introduce to me will NOT be hassled. Some will decide to become clients. Some will decide to keep in touch. Some are happy with their current situation and have no need for my advice. All are acceptable outcomes!
Many of my clients feel overwhelmed with the world of finance and how to navigate it. They want a guide – someone to point out what to watch out for and what to ignore, provide opportunities to do better, offer pleasant accountability, and help get organized and educated.
You know these women through your social media accounts, from your phone’s contact list, listed on your Christmas card list, and from your community activities.
My promise to you: if I am not the right advisor for them, I will tell them AND introduce them to a trusted advisor that is a better fit.
If I only get a name and phone number, my calls are never returned. Emailing them out of the blue rarely gets a response. I don’t blame them – I’m a stranger to them.
A simple email from you to them can change that, and you don’t even have to write it from scratch. I’ve provided a sample email below. You just need to edit the email to fit your voice and then send. Please cc: me so I can personally connect with your introductions.
Don’t worry about trying to “sell” what I do (that’s way too hard!) – the goal is simply to establish that you trust me and you feel they need to connect with me.