Sometimes it’s difficult to know exactly what to say when inviting COIs to participate in a Mastermind Group.  To help, we’ve created a written invitation that can either be emailed or mailed to COIs, inviting them to join your Mastermind Group. Make sure you personalize it to fit the situation and address your relationship with the COI. If the COI came as a referral from someone, make sure to mention the person it came from.

SUBJECT LINE: Invitation to Join Our Mastermind Group
Date:
Time:
Location:
[Recipient’s name], as a respected business professional within our community, I want to invite you to join with me and other like-minded individuals to explore the benefits of creating a Mastermind Group with a very small and select group of top professionals. These peer-to-peer mentoring groups have been organized throughout the United States with impressive results.

The purpose of a Mastermind Group is to:
1. Enhance life balance by setting personal and professional goals, and holding each other accountable for reaching them.
2. Exchange practice management ideas, and discuss what works and what doesn’t.
3. Explore group ventures for business development purposes.

If you have any questions, feel free to call me at [phone number], or email at [email address]. I hope to see you there.
Sincerely,
[your name and job title]
[your company]

Of course, anything that you send out is best done with any necessary compliance approval if you are a wealth adviser.

If instead you would like to place a personal call to invite him/her, a script was provided in Post #9. Of course, all this information will do you no good if you don’t set a goal to connect with COIs and to form a Mastermind Group. We encourage you to set a goal to do this today. The sooner you start the sooner you will reap the benefits of the Mastermind Group.


Click here to review our popular webinar, “MASTERMIND GROUPS: The Future Of Business Development.”

To talk with a Kelley Group coach about our innovative coaching program, click here.

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