Here's Everything You Need to Make a 

REFERRAL

INTRODUCTION

I LOVE WORKING WITH ADVISORS WHO...

• Understand the value of differentiating themselves from other advisors.

• Are looking for a collaborative marketing partner.

• Want to build their brand and digital marketing presence through helpful content.

• Have a passion for being of service to their clients.

REFERRAL TOOLS

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],

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In our recent conversation, you mentioned (pain point this person is hoping to solve). 

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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

• Custom content/blogs

• Branded graphics

• Email outreach

• Social media marketing

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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.

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If you want to schedule a consultation, just CLICK HERE. I also wanted to give you her contact information in case you need it.

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I hope this helps!

YOUR NAME

Bio

Catherine Tidd is the owner of Social Seed Marketing, a company dedicated to helping financial advisors differentiate themselves in the digital marketing space through custom web design and content, branded graphics, custom blogs and video, email outreach, and strategic marketing campaigns. Catherine enjoys working with advisors through public speaking events, webinars, and workshops and has a passion for working with people who want to help others.

Catherine is also the bestselling author of Confessions of a Mediocre Widow and has developed a social media following of thousands through her own custom content and outreach. Based in Denver, Colorado, she loves to golf to escape her three teenagers and can often be found in her garden (when it's not snowing) with her beloved dog, Max.

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