ACCOUNTANT TO REFER THE FINANCIAL ADVISOR:

The Referral Generator

COPY & PASTE THE TEXT BELOW (Make Edits As Necessary)

Hi (Client's name)
It was a pleasure speaking with you. I wanted to follow up because I thought it would be advantageous to consider (__________) 
How is your relationship with your Financial Advisor who specializes in (______)
This is very important and definitely something we should address as soon as possible.