How to Develop a Personalized Introductory Kit

Freedman, Marc S.
November 2008
Journal of Financial Planning;Nov/Dec2008 Practice Management Sol, p22
Academic Journal
The article presents information on steps financial planners take when creating a personalized introductory kit. Specific information that the author suggests should be included in the introductory kit include a fact finder, the financial planner's biography and a business card. A suggestion on steps that financial planners can take to determine how other financial planners in their area introduce themselves to clients is presented. A personal experience the author had in sending an introductory kit to a potential client is mentioned.


Related Articles

  • Don't Make These Mistakes. Britt, Julie // Advisor Today;Nov2008, Vol. 103 Issue 11, p60 

    The article discusses the common mistakes that financial advisors should avoid in making business referrals. These include lack to commitment to referrals, fear of asking for referrals, and lack of systematic approach to generate referrals. Information related to these common mistakes and the...

  • The Never-Ending Story. Veres, Bob // Financial Planning;Nov2007, Vol. 37 Issue 11, p41 

    The article presents the story of three financial advisors who graduated from the same CFP class and entered the profession at just about the same time. The first advisor was successful because he worked hard for his clients. The next one had few clients and was shy about asking for referrals....

  • Your story is the key to referrals. WICKENDEN, PHIL // Money Marketing;11/3/2015, Issue 1508, p36 

    The author comments on the few financial advisers who have a systematic approach to stimulating and managing referrals. Topics discussed include the use of referrals to generate new business, the need for advisors to have a clearly articulated vision of where they add value and how, and the...

  • Focusing On SMALL BUSINESS for BIG Success. Willis, Dave // Advisor Today;May2008, Vol. 103 Issue 5, p41 

    The article examines ways for financial advisors' success in tapping small businesses. A key approach most of them use to acquire high-quality prospects is to form alliances with other business professionals. Participation in community and charitable events is also a productive investment for...

  • Planners underestimate value of referral. Levy, Benjamin // Money Management;11/26/2009, Vol. 23 Issue 44, p4 

    The article discusses the need for financial planners to establish a system and process to get regular referrals in order to build their business in Australia. David Phelan, principal of Non-Executive Management, shares the secret of the successful advisers that they built their businesses...

  • A chance like this comes along once in a career. GALLACHER, SCOTT // Money Marketing;9/25/2014, Issue 1454, p39 

    The article discusses issues concerning the proposed pre-retail distribution review (RDR) auto-enrollment in Great Britain. Topics covered include career opportunity for financial advisors to engage with potential clients who are corporate directors and business owners, estimated number of...

  • On Robos and Humans. Ferri, Rick // Journal of Financial Planning;Jun2015, Vol. 28 Issue 6, p30 

    The author comments on the emergence of the so-called robo-advisers, online financial advisory services created by high-technology entrepreneurs. He believe that reports on the demise of financial advisors have been exaggerated for several reasons. He cites the advantages and disadvantages of...

  • Business lending 101. Dormer, Stephen G. // Hudson Valley Business Journal;4/7/2008, Vol. 19 Issue 14, p24 

    The article reports on the banking and financial planning challenges faced by the small and medium businesses in New York. It is expressed that entrepreneurs hire advisors to manage their accounts, personal finance and wealth to achieve business value and goals. Entrepreneurs often find it hard...

  • The All-Referral Practice. Drucker, David J. // Financial Planning;Aug2005, Vol. 35 Issue 8, p71 

    Focuses on the advantages of using referrals in building a financial planning business. Reasons of advisers for not seeking referrals; Suggested ways on making the referral process work; Information on Value discussion, Importance Permission to explore and Suggest names and categories, a...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics