Active Prospecting - More than just a brand.

Sample Documents

Prospecting letter to clients
Letter to Prospects
Verwysingsbrief aan Kliente
Brief aan Verwysings


Prospecting letter to clients

Dear [CLIENT-FIRSTNAME]

Thank you for your ongoing loyalty and support. I trust that you have been happy with my service and have found my advice to be of value.  

[CLIENT-FIRSTNAME], I have no doubt that in your day-to-day dealings with family, friends and business associates you must come across others who could benefit from my services. I would like to take this opportunity of asking you to assist me by referring these people to me.   

In order to help you identify prospects I would ask that you give some thought as to whom you may know that has:

 • Recently got married
• Recently got divorced
• Bought a new house
• Had a baby
• Started a new job
• Recently got promoted
• Has resigned from his employment
• Got retrenched
• Started his own business
• Is looking to put benefits in place for his employees • Has lost a loved one through serious illness or due to an accident • Is nearing retirement
• Just might need advice on his current insurance portfolio I recently introduced an online system which allows you to submit referrals by clicking on the link below and adding the names of the people whom you believe could benefit from my services. Please be assured that any referrals given to me will be treated with the utmost respect and receive the very best of service. I will also provide you with feedback as to their responses. Please do not hesitate to contact me should you require any further information. Thanking you in anticipation. [BROKER-FIRSTNAME] [BROKER-LASTNAME] [BROKER-EMAIL] ______________________________________________________________ CLICK HERE TO ENTER REFERRALS If the link to the referral page does not work, please copy and paste the link below into your browser address bar and click ENTER. <link will be displayed here> ______________________________________________________________

Letter to Prospects

Dear [PROSPECT-FIRSTNAME]

I would like to introduce you to [BROKER-FIRSTNAME] [BROKER-LASTNAME], my Financial Advisor. 

[BROKER-FIRSTNAME] is a (insert your personal CV in here)

[BROKER-FIRSTNAME] has assisted me (and other people that I have previously referred to him) in doing a financial needs analysis. In brief it involves making an assessment of your current financial situation.  He then also guides you through the process of goal and priority setting. Based on the outcome of the analysis he could advise me on what I need to do and have in place to achieve me and my family's goals.

[BROKER-FIRSTNAME] also deals with businesses ranging from the smaller enterprises to the larger corporations.
 
I found the whole process to be of great value to me and therefore thought you could also benefit from his services. I feel comfortable in referring him to you.

I have asked [BROKER-FIRSTNAME] to contact you to make a personal introduction and he has agreed to do so. In the meantime, feel free to click on the link below. This will guide you through your various options. As they always say, nothing to loose, but a lot to gain. 

Kind Regards

[CLIENT-FIRSTNAME] [CLIENT-LASTNAME]

[BROKER-FIRSTNAME] should:
CALL ME
CALL ME IN 6 MONTHS
SEND ME A NEWSLETTER
UNDERSTAND THAT I AM NOT INTERESTED

Verwysingsbrief aan Kliente

Beste [KLIENT-VOORNAAM]

Baie dankie vir jou volgehoue ondersteuning en lojaliteit in die verlede. Ek vertrou dat jy tevrede is met my diens en dat jy steeds my advies van waarde vind.

[KLIENT-VOORNAAM], in jou dag tot dag aktiwiteite het ek geen twyfel dat jy te doen kry met ander mense wat ook baat kan vind by my dienste. Ek wil van die geleentheid gebruik maak om vir jou te vra om my van hulp te wees deur hierdie mense na my te verwys.

Ek wil jou graag lei in die proses  om die regte persone te identifiseer en daarom wil ek vra dat jy jou gedagtes laat gaan en dink aan mense wat moontlik aan die volgende vereisdes voldoen. 

Wie ken jy wat:

• Onlangs getroud is
• Onlangs geskei is
• ‘n Nuwe huis gekoop het
• ‘n Toevoeging tot hulle gesin gehad het
• By ‘n nuwe werk begin het
• Onlangs bevorder is by sy werk
• Bedank het by sy werk
• Afgelê is by sy werk
• Sy eie besigheid begin het
• Moontlik opsoek is na opsies om voordele vir sy werknemers in plek te stel
• Moontlik ‘n geliefde afgestaan het weens ‘n ernstige siekte of ongeluk
• Naby aan aftree ouderdom is
• Dalk net moontlik advies nodig het aangaande sy bestaande versekerings portefeulje

Daar is baie mense daar buite wat kan baat vind by my dienste, en ek sal jou hulp in die identifisering van sulke persone baie waardeer.

Ek het onlangs ‘n elektroniese aanlyn sisteem geimplementeer waardeur jy deur net te klik op die skakel (‘‘link‘‘) hieronder, verwysings aan my kan stuur. Wees verseker dat ek hierdie persone met die absolute respek sal hanteer en die beste moontlike advies en diens aan hulle sal verskaf. Ek onderneem ook om aan jou terugvoer te gee aangaande hulle reaksie op die verwysing.

Moet asseblief nie huiwer om my te kontak indien daar enige navrae is nie.

Baie dankie by voorbaat.

[F.A.-VOORNAAM] [F.A.-VAN]
[F.A.-EPOS]
______________________________________________________________
KLIEK HIER VIR VERWYSINGS
Indien die skakel na die verwysings-bladsy nie onmiddelik reageer nie, 'copy' die skakel na die soekvester en klik 'ENTER'.
<link will be displayed here>
______________________________________________________________

Brief aan Verwysings

Beste [VERWYSING-VOORNAAM]

Ek wil jou graag bekendstel aan [F.A.-VOORNAAM] [F.A.-VAN], my Finansiële Adviseur.

[F.A.-VOORNAAM] is ‘n (voeg jou persoonlike besonderhede hier in). 

[F.A.-VOORNAAM] het my (en ander mense wat ek voorheen na hom verwys het) bygestaan deur ‘n finansiële behoefte analise te doen. Dit behels kortliks ‘n ontleding van jou huidige situasie en ‘n identifisering van jou en jou familie se finansiële behoeftes (huidige en toekomstige) en prioriteite. Na aanleiding van die uitkoms van die ontleding kon hy my adviseer en help om ‘n finansiële plan in werking te stel om hierdie doelwitte te kan bereik.  

[F.A.-VOORNAAM] is ook gekwalifiseer om besighede, van jou klein besigheid tot die groter korporasies, te kan adviseer. 

Ek het die hele proses baie interessant en insiggewend gevind en glo dat jy ook kan baat vind by sy dienste.

Ek het vir [F.A.-VOORNAAM] gevra om jou te kontak en hom persoonlik aan jou bekend te stel. Intussen, voel vry om te klik op die skakel (‘‘link‘‘) hieronder wat jou ook sal lei deur jou verskeie opsies.

Soos die spreekwoord sê, niks om te verloor nie, maar daar is altyd ‘n moontlikheid dat jy voordeel daaruit kan trek.

Vriendelike groete

[KLIENT-VOORNAAM] [KLIENT-VAN]
[F.A.-VOORNAAM] moet:
MY SKAKEL
MY IN 6 MAANDE SKAKEL
VIR MY DIE NUUSBRIEF STUUR
VERSTAAN DAT EK NIE BELANGSTEL NIE