Let’s Take a Moment for Assessment
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Whether you’re assessing your finances or assessing a home inspector’s report to decide whether or not to purchase a home or make a significant repair, we have you covered this month.
What’s in the Box?
Financial freedom is a goal for many people. Why? There are lots of reasons to reduce and eliminate debt, including a better credit score, fewer monthly expenses and reduced stress. The U.S. and Canadian Marketing Flyers provide an overview of the great reasons to reduce debt and offer tips to help your clients become debt-free, if they haven’t already. This is a character piece that shows you care as well as an opportunity to connect your clients with financial professionals in your network.
For the Alternate, we turn our attention to home inspections. Although a home inspection may only cross a person’s mind when they’re thinking of buying a house, there are many reasons for potential sellers and regular homeowners to get an inspection as well. The Alternate Flyer provides a general overview of the home inspection process, including reasons to get one, what to expect and what it includes. This is a character piece that provides you the opportunity to connect your clients with a home inspector in your network. If you are a home inspector, this piece gives you the opportunity to discuss the process with your clients.
Regardless of which kit you subscribe to, don’t forget to include the type of referral you’re looking for this month at the bottom of your cover letter.
Pop-By Ideas
- Beach toys such as a bucket and shovel, a Frisbee or another beach game.
- Grilling tools or condiments
- Sunscreen and bug spray
What to Say: Follow-up Calls
Standard/Canadian:
“There are many benefits of being debt-free. The information I sent this month is intended to help you achieve your financial goals. If you’re already debt-free, pass the information on to someone who may be trying to reduce debt. Remember, I’m never too busy for your referrals and would be happy to follow up with them.”
Alternate:
“Even if you’re not currently in the process of buying a home, you may benefit from having a home inspection, which can reveal the condition of your home and its systems. The information I sent provides an overview of what an inspection entails and the benefits of getting one. Remember, I’m never too busy for your referrals and would be happy to follow up with them.”
Business-to-Business Ideas
Standard
- Offer a coupon or discounted service to a local business in your network.
Canadian
- Offer a coupon or discounted service to a local business in your network.
Alternate:
- Offer a coupon or discounted service to a local business in your network.
Buffini & Company
