Subject: Tina Meet Robert, Robert Meet Tina
Hello Tina & Robert,
I’m thrilled to connect the two of you and thank you both for welcoming the introduction with open arms!
Tina- as I mentioned when we spoke, Robert with Centaurus Financial, Inc. is our favorite financial advisor in our Power Core team. I am sure Robert will have the knowledge to answer your concerns regarding retirement. Outside of that, like you, he enjoys taking dance classes with his spouse.
Robert- to quickly recap from our chat, Tina is working on her retirement plan and is looking forward to speaking with you.
I’m confident that the two of you will enjoy meeting, talking about numbers and all things to do dancing classes!
I’ll let you two take it from here. If there’s anything I can do to facilitate the connection further, please let me know.
Happy Connecting,