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Hi (Borrower),
It has been a while since we have last spoke, I hope you are doing well.
My goal is to always be a valuable resource for you. I was reviewing your Mortgage Planning Analysis and I noticed you don't have a financial advisor. I think it is so important to have one, and it's critical to your financial well being.
I'd like to make the introduction to the advisor on my team, I think it would make a lot of sense. Would you mind if I made the introduction?
Again, there is no obligation, but I feel it would be time well spent.
Thank you,