Here’s an email template to help introduce your referral to Emily Green at email@example.com.
I'd like to connect you with Emily Green, Ellevest’s Director of Private Wealth. 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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