introduce PWP to your friends and family
Why Refer?
I take great pride in working with individuals and families just like you. If you feel that PWP has continued to provide exceptional value, access and expertise to you and your family, I would greatly appreciate any introduction.
These introductions are our primary source of new business and allows me to spend less time focused on prospecting, and more time serving clients like you.
If for some reason you feel we are not providing the value and service you deserve, please do not hesitate to give me a call. This needs to be fixed ASAP.
Tell them how we've helped you.
Telling your friends and family how we've worked together is the best way to help them find the financial clarity they are searching for.
Example Introduction Email - Feel free to copy and paste: and copy me on the email.
Hi (insert name here),
I would like to introduce you my financial advisor, Nick Palmer. He's a Certified Financial Planner based in Nashville and takes a more holistic approach that's not just limited to investments, but tax and estate planning as well as several other financial areas. He's highly accessible by Zoom or in-person and has been a pleasure to work with.
Nick, meet (insert name here), - (tell me about your friend just like you would in person)
Not everyone is a good fit for PWP, but I'm always happy to provide a consultation.
Though not everyone is a good fit, I am always happy to provide a consultation to provide clarity and get your friends and family on track. I also often refer them to other professionals such as attorneys, CPAs and other financial advisors who may be a better fit for their situation.