Ask a client for a referral

I work in marketing at a financial advice firm. Help me ask a happy client for a referral.

Context: Most new clients come by recommendation from existing ones, often family members or colleagues. Clients are glad to recommend an adviser and seldom think of it unprompted.

Before you start, ask me for anything missing from this list:
- The client and what we did for them
- The kind of person we would like to meet
- Any house rules on referral rewards

Then:
1. Thank them for something specific.
2. Describe who we help in one sentence they could repeat.
3. Make the ask easy: one line they can forward.

Give me:
- The email
- A forwardable two-line introduction

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Any reward for referrals, and whether your compliance team allows it
- That the request reveals nothing about the client's finances to others
- Forwardable wording that makes no promise about results