Mortgage Originator Closing Cross Sell To Financial Advisor On A Purchase
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Hi {Client's name),
Congratulations on the closing of your home. It is probably your largest investment to date. The purchase of a home can trigger many other financial ramifications. I would like to make the introduction to the Advisor on my team, he will be a valuable resource for you on this.
Would that be okay? I feel it would be time well spent.