For referred leads:
Your good friend, Jim Goodwin, suggested that I contact you. He also made the following observation.

"Remember how reluctant I was to first meet with you? Now I am very grateful you helped me complete a Personal Financial Checkup. The ideas you shared with me were extremely valuable. I'm happy to refer you to Ed Richter in the hope that he, too, will benefit from meeting you."

For non-referred leads:
A valued client of mine recently made the following observation:

"Remember how reluctant I was at first to meet with you? Now I am very grateful you helped me complete a Personal Financial Checkup. The ideas you shared with me were extremely valuable. I'm sure others in circumstances similar to mine will benefit from meeting you."

For all:
Of course, there is no way either of us could know whether the work I do would be of benefit to you, but I'll make three promises in advance:

1. Our meeting will take no more than 20 minutes. 2. You will not be asked to buy anything during the meeting. 3. Unless you feel the work I do could be helpful, there will be no further meetings.

I'll be in touch with you shortly, and am looking forward to meeting you.

Sincerely,