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Request for Adviser Referral from Personal Contact

Asking for adviser referrals is a great way to grow your agency. You can ask your existing customers, your friends, family members, or anyone else who can vouch for your work.

They're more likely to respond positively as they know you and can vouch for your character. Among your personal contacts, they may already know of someone who might be eagerly exploring alternative careers.

But if you're not asking for referrals, you're missing out on a lot of opportunities. You could be leaving money on the table by not using one of the cheapest and most effective marketing tools available.


Subject: Can you help me with an introduction?

Dear [NAME],

How have you been?

In the midst of growing my agency, I am currently looking for suitably qualified

individuals to partner me in the next phase of agency expansion.

My agency is seeking an individual whose success in his/her present occupation is

being limited for reasons beyond his/her control or is exploring an alternative career


I am writing to you because you may be able to assist me in locating the right person

to capitalize on the opportunity that exists in our agency.

Perhaps among your business and personal friends there is someone who fits this

description. If so, can you reply to this email with the person’s email and name?

I will respect the privacy of anyone whose name you suggest.

Thank you.


[Your name]




P/S: If you would like to set up an email system that can send out thousands of personalised emails to promote your agency with a few clicks, do check out my email service by clicking here.

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