Letter from Financial Planner to Prospective Client

Write this type of letter when you are a financial planner and are writing to a prospective client. You would likely write a letter like this as a form of marketing, to introduce yourself and tell the possible client about the services you can offer to them.

[Your letterhead, if desired; if not, your return address]

[Date of letter-month, day, and year]

[Recipient's first and last names]
[Company name]
[Street or P.O. box address]
[City, State ZIP code]

Dear [recipient's name]:

If I could ask for a minute of your time, I would like to introduce myself and my business, Masters Financial Planning. I have been in business here in Ridge City for 12 years, during which time I have been providing clients like you with full-range financial planning services. My clients provide nothing but glowing feedback, and I'd be honored to provide the same level of service to you.

Please feel free to review my Web site, which is listed at the top of this letter. If you have questions or would like further information, do not hesitate to call me at 555-1238.

Thanks so much for your time. I look forward to talking with you more and to serving your financial needs in the near future.

Sincerely,

[Signature]

[Sender's first and last names]

privacy policy