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Dear ______________: 

 

Would you like to increase your profits with minimal investment?  An alliance with Lincoln Financial Advisors can help you do just that.  We can also help you: 

 

§ Acquire new clients.

§ Attract new talent to your firm.

§ Increase client satisfaction and loyalty.

§ Create additional equity in your firm. 

 

Our company has more than 50 years of experience in collaborating with other professional advisors to meet clients' financial needs.  We offer a business alliance that compensates you for allowing us to introduce our services to your clients but that preserves your current, objective relationship with them. 

 

I have enclosed a Partnering Analysis form for you to look over.  I will call you next week to discuss it and tell you more about LFA's joint financial planning process. 

 

Sincerely,