Describe How You Would Like To Be Introduced Via Email
Hi ___. I thought of you today and wanted to introduce you to Louis Mayor. Louis is with Rethink Wealth here in Houston. I'm connecting both of you because I believe the two of you would benefit from meeting each other.
You probably have a number of people you trust in the financial arena, and I'm sure you've done some planning. That said, Louis shared some ideas with me that I think you, as well, will find particularly interesting and likely relevant.
I've copied Louis on this email. He will be reaching out to you soon. There is no obligation for you two to meet, however I think you will enjoy the introduction.
What is your "why"? Why do you do what you do?
I believe that our vocation financial gifts are God-given blessings. As such, we are called to steward and protect them. I do this because I want to empower families with a living financial plan so they can experience purpose, freedom, and abundance.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you feel that you have clarity in your financial life?
Does your financial life align with your goals and your values?
If something were to happen to you - death or disability - is your income protected? Would your family be ok?
Unique Selling Proposition
I approach financial planning by looking at the whole picture of your financial life and by relying on a balance sheet, managing the risks that may disrupt your life, and by building wealth based on your goals and values.
About me
After 20+ years in software sales, I became a financial advisor so I could help people like me achieve their financial goals. I believe that together, we can protect what matters (our family & income), invest according to our values, and build a life of freedom and abundance.
I'm a proud Texas Longhorn raised in DFW. I'm Cuban-American, speak fluent Spanish, but can't dance a lick (so don't ask!). My wife and I have been married 13 years and live in Spring. I attend St. Ignatius of Loyola Catholic Church and dedicate a portion of my practice to working with Catholic men and their families. This career has become my vocation and ministry to ensure that people establish a firm financial foundation that is protected and allows for optimal growth.
I love baseball, the Texas Rangers, and Texas Longhorn football.
I'm a great cook and love to feed my family and friends.
Catholicism, cigars, bourbon, brewing beer, day tripping across Texas, & Cuban history.