"I feel uncomfortable asking for a referral. My clients are so busy and don't have time to worry about the success of my business."

"I feel uncomfortable asking for a referral. My clients are so busy and don't have time to worry about the success of my business."

Question from a subscriber: "I feel uncomfortable asking for a referral. My clients are so busy and don't have time to worry about the success of my business."


Yah, don't do it.


Say this instead.

?

Take these actions TODAY:

  • Send a client this email: "Feng, I wanted to thank you, to sincerely thank you, for being such a great client and for doing business with my firm all these years. Appreciate your faith in me."
  • Or send them this email: "Belinda, I was thinking about you and David's wedding anniversary the other day. Congratulations on your 51st year together and thanks again for being our client for the last 23 years."
  • Or send them this email: "Ademar, I know you and Amrita just signed on as clients. I wanted to thank you for taking the leap of faith and putting your trust in us. Please call me on my cell phone at 212-345-7891 if anything comes up in the onboarding process."


Quiz: What were the two words each of these quotes had in common?


Answer:

The words "Thank you."



How about you

MAKE THEM SMILE!!!????!!!!????


It will prevent you from having to ask for the referral.

?

Yeah?


Yaaaaah.


BOOM - there you go, today's marketing tip for ya!


-Sara G

?

I am a financial ghostwriter.


I write copy for financial advisor:

  • Blogs,
  • Newsletters,
  • Brochures,
  • Social media posts, books,
  • Market or economic outlook pieces,
  • Ebooks,
  • Powerpoint presentations,
  • Youtube videos,
  • Linkedin profile pages,
  • Websites


I pride myself on cutting through the fluff and creating meaningful, succinct copy that won’t bore the audience, not the usual crap.


I also will proofread or edit copy.


Just letting you know, in case you need me at some point.

?

If you are finding this newsletter valuable, please feel free to support its production by making a?$20 contribution?via this?PayPal?link?or via?Zelle to?[email protected].


-Sara G



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Disclaimers

All characters in this article are fictional in nature. Any similarity to individuals, living or dead, is entirely coincidental.

Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.

Nothing in this communication can be construed as legal or compliance advice. For advice about complying with your company’s regulations regarding marketing-related activity, please consult your legal or compliance officer.

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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