Did you know that many individuals are looking to change their investment portfolio for 2012?
Hello,
I hope you are having a wonderful holiday this season and I hope you will have a phenomenal New Year! As we approach 2012, I wanted to reach out to you and mention that in the new year, I will begin marketing for new clients for my investment advisory services.
As many of you know, in addition to offering financing, I also operate an investment advisory firm registered with the State of Florida providing investment advice on a fee basis.
I anticipate spending some money to do a marketing campaign for the first quarter of 2012, but before I spend the money, I wanted to ask you if you are interested in meeting with me to review your current investment portfolio to see how it is performing and whether or not there is a need for any changes…. Or if you would know of someone that is presently looking to change their Investment Advisor or is disappointed in their current investment’s performance.
I will be thinking about you and I may be calling you very soon. Please keep me in mind as you are celebrating with friends and families this season and if you have any questions for me whether dealing with investments or financing, please do not hesitate to call me.
Thank you,
Sean McGrover
407-765-0341
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