Describe How You Would Like To Be Introduced Via Email
Something like the following would be a great introduction for me:
Trisha takes really good care of her clients and I am sure you would benefit from a conversation with her. Her contact information is below and I have copied her on this email as well.
What is your "why"? Why do you do what you do?
My heart is to help people. I love working with small business owners and making sure everything is set up correctly and also helping them thrive by making the banking part easy and accurate.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
-Are you happy with your current bank and your banker?
-Is your banker looking out for you?
-Have you looked into any bank financing for some of the projects you have?
About me
Born and raised in Bristol, CT (home of ESPN). Went to Miami University in Oxford and have a Finance Degree and then received my MBA from Xavier University. I have been in the financial services industry 20+ years.
My hobbies include: eating yummy food, trying new things, traveling and seeing the world, hiking, kayaking, Broadway plays, spending time with family and friends, etc.