Thanks for sending over the packet of materials you have assembled for CPA's and Financial Planners.
Here are a couple of my thoughts:
1. The Personal Card - WOW! What a nice touch. I think the most powerful piece in the packet was the hand written card. Too often we default to the convenience of email and printed letters to communicate different messages. In doing so, we have forgotten the power of a hand written note ... NICE TOUCH.
2. Introduction Letter to Mr. Thomas Sharp - The letter starts out STRONG. You quickly establish the connection to Sabrina. You likely get tons of sales calls from folks requesting your time and attention. Scott and I are bombarded almost daily by someone in our area looking to get just 5 minutes of our time to share their product or services ... to be perfectly honest the ONLY WAY we agree to visit with anyone is if they were REFERRED by someone we trust and respect.
The reason I bring this up is because the relationship you have with Sabrina and the connection Sabrina has with Mr. Thomas Sharp is the ACE IN THE HOLE. There is a great opportunity to leverage this relationship to gain even more of a listening ear.
Here is a slightly different version that Bryan came up with that plays up the relationship.
Dear Thomas,
Hello, my name is Maria Marriott and I am connecting with you today at the request of Sabrina Canning. Sabrina and I have been close friends for the last twelve years. We were having lunch together last week and I was sharing with her my quandary of finding really competent CPA's in the area that I could partner with. For the next 10 minutes Sabrina ranted and raved about what a great team you have assembled at your firm. She insisted I touch base with you because in her words, "You are the best CPA in the state." Based on Sabrina's glowing review of your team, I felt compelled to draft you a quick note and introduce myself.
Self Interest always trumps. Looking at the letter from Mr. Sharp's point of view the Middle Section seems to focus quite a bit on you versus the benefits he will receive from a relationship with you. The words "my" and "I" are used over 7 times in just a few sentences creating the overall feeling that it is all about you. The key is to deliver a message that makes Mr. Sharp interested in connecting with you face to face ... since that is where all relationships truly begin.
Being a successful Mortgage Advisor the most frustrating thing has been finding the right partner that I can refer my clients to with CONFIDENCE. What would be of great interest to me is finding out more about your business and the exact make up of your ideal client. Each month I am working with clients that need the advice and guidence of a professional in your line of expertise. It would be wonderful to visit with you to see if my clients are the right fit for your group. I will follow up with Sabrina to arrange a time that we can connect in the near future.
3. Mortgage Planning Sample Sheets -
I love the sample sheets that highlight the various reports and analysis that you can develop for a client. I think this is a powerful piece ... the only question that surfaced for me was when is the best time to intorduce this piece. Is it better to include this in an intro packet or weave this into the conversation when you meet with Mr. Sharp?
I've got a couple of thoughts on this so give me a buzz when you have a chance. My cell is (801) 369-4599.
Referral for Saratoga Springs Property
Chad & Jen Claybaugh
The Claybaugh Group
Century 21 Harman Realty
(801) 836-1425
email: claybaugh@century21.com
Chad & Jen are fantastic agents. They have been part of By Referral Only for about a year and have developed some amazing systems. I've referred a number of my clients to them and they always come back with a big "THANK YOU" because of the experience they deliver. Chad and Jen are the best in the business and I would feel completely comfortable referring their services to you. They have listed a number of properties in the Saratoga Springs area so they are very familiar with the current market conditions. I will let them know that we connected and to expect a call from you in the next few days.
Talk to you soon - Todd Asbell
