Describe How You Would Like To Be Introduced Via Email
Please introduce me and the referral via email - give me a little background about why you are connecting us? Was it a direct ask for an estate planner? Did you mention it? What are they looking for specifically?
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do they have a current estate plan? If yes, what was their experience like?
What would happen to their children if they didn't make it home from date night?
Do they want to help their family avoid court and conflict?