If you think a conversation would help, send them this page. No big pitch. I’ll listen, ask questions, and tell them honestly whether there’s something worth looking at.
Send a text that sounds like you.
Use this as a starting point. Change the words if you want. Real introductions should sound real.
Hey, I thought of you because you mentioned you were sorting through some money or retirement questions. Brian is clear, low pressure, and actually listens. Here’s his page if you want to take a look: https://briandaof.com/referral.html