I received the following excerpt of a message from one of my clients and I have included my reply as a demonstration of how to ask for a referral.
Dear Simon,
Thank you for the clarification. That really helps. I spent the afternoon listening to the coaching conversation recorded with you last week.
Thank you for everything you have been doing for/with me thus far. I must tell you that this is a very good process for me and I am invigorated and excited.
I have also given your name to a few people, one a financial planner and one a financial product wholesaler.
All the best, hope it is not so cold where you are as it is here!!
Jane Doe
Hi Jane Doe,
Congratulations on the work that you are putting into the coaching and may it reward you 1000 fold.
Happy to receive the names of the advisor and the wholesaler for follow up.
My follow up could look like …
Dear _____,
Jane Doe mentioned your name and thought that I may be of service to you as a business coach.
To get to know me, please click this link to look at the following coaching testimonials
Here is a link to understand the Clear Your Roadblocks Coaching Process that Jane Doe is working on
Please e-mail me back if you would like to have a complimentary conversation about how I can help you to meet and exceed your goals.
Kind regards,
Simon Reilly
Jane, looking forward to our next conversation.
Simon
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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