Can I get guidance on what my Ideal Clients should write on the Values-Based Financial Planning™ Book that I will be sending to their referrals? I would like to have this note be more personal.

You can insert the personal information from the client and about the referral. I prefer using a  4 by 6 Post-It and sticking it to the front of the book.

“Hi_______, I’m sending you a terrific book called Values-Based Financial Planning and I’ve asked my friend/advisor, ___Your name_____ to speak with you, to let you experience it for yourself. Whether you decide to explore it further is up to you. I think Values-Based Financial Planning is wonderful and ___Your name____ is a good person to speak to you about it. I’ve really benefited from these concepts by ___________ and I’m sure you will too because it can help you _____________.”