FAMILY - FRIENDS - COWORKERS (past and present)
CHURCH MEMBERS - CLUB MEMBERS - CLASSMATES
KNOW THROUGH YOUR KIDS (sports /activities, teachers, coaches)
Text Message Introduction Your Agent Will Send Out
Hello (Referral), this is Shondel Doby. I was able to meet with (Your Name) (Your #) as a financial advisor & provided a lot of value on the way they view their finances. They felt you deserved to hear the same information as well. (It's free!) Would you be able to take a 5 min call from me? Thanks!