Pitch via Phone

“Good Morning/Afternoon/ Evening, Mr./Mrs./Miss [client’s surname]. My name is Joe

Glen. I’m calling from Clients Associates, We are a “multi-family office firm” that provides
private wealth management services in India. We wanted to reach out to you after reading an
inspiring article about you, We believe our company will help you achieve what's most
important to you. Do you have 5 minutes to talk about our offerings? If yes continue...
Are you wondering which investment will suit you the best? Is it difficult for you to
financially plan for the future or grow your wealth? We as a company strive to help our
clients celebrate their life by managing their wealth in the most effective manner, we provide
the best Family Office, Estate Planning, Investment Banking, Real Estate Advisory and many
other services that can help you grow your wealth and help you experience true freedom, We
would love for you to join our family and let us help you build a brighter future for yourself
and your loved ones. Thank you for your time and please contact us via phone for all queries,
Thank you, and have a nice day.

Pitch via Email

To: client’s surname@email.com

Sub: Grow your wealth in the best ways possible!!

Hello Mr./Mrs./Miss [client’s surname],

This is Joe Glen from Clients Associates. We are a “multi-family office firm” that provides
private wealth management services in India. We wanted to reach out to you after reading an
inspiring article about you, We believe our company will help you achieve what's most
important to you.

Are you wondering which investment will suit you the best? Is it difficult for you to
financially plan for the future or grow your wealth? We as a company strive to help our
clients celebrate their life by managing their wealth in the most effective manner, We provide
the best Family Office, Estate Planning, Investment Banking, Real Estate Advisory and many
other services that can help you grow your wealth and help you experience true freedom.

We would love for you to join our family and let us help you build a brighter future for
yourself and your loved ones. Thank you and please contact us via Email for all queries.
Hope you have a great day!

Sincerely,
Joe Glen