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.