Dear Lori:

I’m writing to compliment you on your most recent mailer about who you are and the services you offer. It was a very nice presentation piece.

As a professional that has worked with you for many years, I agree with the testimonials given about your services. We’ve worked together on many cases and it’s been a wonderful experience. I have appreciated your willingness to bring in a financial advisor to cases that have needed additional expertise. You believe in doing things that benefit the client, which is why I trust you with my referrals.

I honestly believe that your attorney referral service is your passion. You’ve been connecting people for years—it’s one of your talents (and you do it well)!


Carrie L. Cole, CFP