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Here's Everything You Need to Make a
REFERRAL
INTRODUCTION
If someone you know is hoping to step up their marketing in the financial planning space, sending my information to them is as simple as COPY and PASTE!
I LOVE WORKING WITH ADVISORS WHO...
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Understand the value of differentiating themselves from other advisors.
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Are looking for a collaborative marketing partner.
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Want to build their brand and digital marketing presence through helpful content.
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Have a passion for being of service to their clients.
REFERRAL TOOLS
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Meet Catherine Tidd, owner of Social Seed Marketing. I mentioned her to you because she specializes in digital marketing for financial advisors. Here's her contact information.
Sample Email Introductions
Hey! I wanted to introduce you to my friend, Catherine Tidd. She helps financial advisors differentiate themselves in the industry so they can attract their ideal client. Catherine does everything she can to make the marketing process as efficient and seamless as possible for her clients. Here's her contact information.
Dear [FIRST NAME],
In our recent conversation, you mentioned (pain point this person is hoping to solve).
I wanted to introduce you to Catherine Tidd, owner of Social Seed Marketing. She is a digital marketing expert in the financial planning space who specializes in:
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Web design/web content
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Custom content/blogs
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Branded graphics
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Email outreach
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Social media marketing
Catherine does everything she can to collaborate with advisors to help them differentiate themselves in the industry while also making the marketing process as efficient and seamless as possible for the advisor. She also offers training for financial advisor staff if you have someone in your office who can handle the ongoing effort.
If you want to schedule a consultation, just CLICK HERE. I also wanted to give you her contact information in case you need it.
I hope this helps!
YOUR NAME
