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Sample Prospect Email – CPWA

[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 CPWA 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 Certified Private Wealth Advisor® (CPWA®) professional.  The CPWA certification is an advanced professional education and certification program for advisors who serve high-net worth clients.
 
As a CPWA professional, I have taken the time, expense, and commitment to advance my wealth management knowledge, including specific tax and estate planning strategies, so that I can better serve my clients.  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.
 
What does all this mean to you?  It means that I am able to perform a holistic, deep-dive analysis of your situation to make sure that you receive the specialized expertise and skills necessary for the high net worth client.  And because continuing education is a requirement of the CPWA certification program, I stay abreast of the latest trends, strategies, and laws so that I can serve you with the most sophisticated wealth management knowledge possible
 
I urge you to review this information (Optional attachment or link) CPWA Client One-Pager or CPWA Client Brochure, which outlines what the CPWA 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 CPWA 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”