Describe How You Would Like To Be Introduced Via Email
Subject: Introducing David Waddell at Studio Bank
Hi [Recipient’s Name],
I hope you’re doing well! I wanted to introduce you to David Waddell, a Relationship Manager at Studio Bank. David Waddell specializes in working with entrepreneurs, business owners, families, and individuals offering a highly personalized and relationship-focused approach to banking.
Studio Bank is redefining what it means to be a banking partner, providing tailored financial solutions, local decision-making, and concierge-level service. If you’re looking for a bank that truly understands your goals and supports your success, I think you’d enjoy connecting with David.
I’ve copied David Waddell here so you two can connect directly. I know they’d love to learn more about you and explore how Studio Bank can support your financial journey.
Best,
[Your Name]
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Business
Lending Needs – Are you planning any major purchases, expansions, or renovations in the next year?
Service & Support – Do you have a dedicated banker who understands your business, or do you feel like just another account number?
Networking & Community – Would you benefit from a bank that actively connects its clients with other local businesses and
opportunities?
Personal Clients
Local & Personalized Service – Would having a personal banker who knows you and is available when you need them make a difference in your banking experience?
Technology & Convenience – How satisfied are you with your bank’s mobile app and online services?
Fees & Hidden Costs – Have you noticed any unexpected fees with your current bank? Would you be open to a bank that values transparency?