[Prospect Salutation]:

 
Suggested personal statement of reference here, such as: I enjoyed seeing you recently at my office, I was referred to you by Mr/Mrs. Client, etc., before transitioning into information on RMA certification.
 
In your search for a financial advisor, you might be wondering what the difference is between advisors and what all the initials at the end of their names mean.  If you are interested, here is a handy reference to most of the financial service industry designations compiled by FINRA, a licensing and regulatory body. As you can see, there are many designations and many differences in the education and experience needed to obtain each one.
 
What makes me different? I am a Retirement Management Advisor® (RMA®) professional. The RMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated retirement management knowledge.
 
As a RMA professional, I have taken the time, expense, and dedication to stay abreast of the latest trends, strategies, and laws so that I can serve you with the most advanced retirement management knowledge possible. And because continuing education is a requirement of the RMA certification program, I stay abreast of the latest trends, strategies, and laws so that I can serve you with the most sophisticated investment management knowledge possible. I have invested in executive education at a graduate level, instructed by ivy-league quality instructors, who have guided my education in both theory and practical application.
  
I urge you to review this information (Optional attachment or linkRMA Client Brochure, which outlines what the RMA certification is and what it takes to earn the certification, including the four “E’s”: education, ethics, experience, exam.
 
I welcome any questions you may have about my professional RMA certification. If you would like more information about the international organization behind the certification, visit the website of the Investments & Wealth Institute www.investmentandwealth.org  or for investor resources, www.investmenthelp.org.
 
Finish with personalized statement, such as “I look forward to seeing you at our next quarterly meeting”