FINANCIAL ADVISOR TO CLIENT DIRECT:

Financial Advisor To Refer a client to Introduce The Lunch & Learn program

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

Hi (Client's name),

I just wanted to touch base to let you know about a corporate benefit we have.
Would it be possible to put us in touch with a decision-maker at your company (the owner, CEO, or human resource manager) who will allow my group to come in to discuss the financial benefits of {service you ore providing the client), we will give you (provide some value, such as a closing costs discount).
Keep in mind that it is not necessary for your entire company to attend the workshop. You will receive (provide some value, such as a closing costs discounts) The workshop can take place at your place of business or at our offices.
We call it a "Lunch & Learn" because we provide lunch for all who attend. Anyone who closes a loan with us from your company will also receive (provide some value, such as a closing costs discounts).
I’d like to discuss this with you. When would be a good time to speak, and what number can I reach you at?

Thank you so much for the opportunity to work with you.