Here’s an email template to help introduce your referral to Allison Kvikstad at email@example.com.
I’d like to connect you with Allison Kvikstad, who is a Financial Advisor on the Ellevest team. Founded by Wall Street veteran Sallie Krawcheck, Ellevest is on a mission to help women at every stage of their financial journey.SEND YOUR EMAIL
What really sets Ellevest’s personalized private wealth management apart is their undeterred passion for helping their clients invest for measurable impact. It’s an offering that’s not replicated at the big firms. I’ll let you two take it from here to connect!
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The information provided are current as of the date of this writing, for informational purposes only, and should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.
Ellevest, Inc. is a SEC registered investment advisor. Membership fees and additional information can be found at https://www.ellevest.com/