Financial Advisor Cross Sell Referral to The Estate Planning Attorney
Dear (__________),
It was a pleasure to speak with you. I wanted to follow up because I thought it would be advantageous to consider reviewing your estate plan. I’d like to introduce you to the estate planner on my team, would that be okay?
This is a very important aspect in your financial plan, and I want to make sure that I am a valuable resource for you.
