FINANCIAL ADVISOR TO REALTOR:

Cross Sell Of Client Who Owns Multiple Investment Props.

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

Dear (__________),
It was a pleasure to speak with you. I wanted to follow up because of the fact that you own multiple properties. I always want to make sure I am always a valuable resource for you. How is your relationship with your real estate agent who specializes in investment property?
I just want to make sure you have the best services available.