How to Reach Out to a Financial Advisor: A Simple First Step

Finding the right financial advisor is a big decision—but reaching out doesn’t have to feel intimidating. A clear first email can set the tone for a productive conversation and help you quickly assess whether an advisor is a good fit for your goals and values.

If you’re unsure what to say, here’s a sample email you can customize and send:

Sample Email to an Advisor:

Subject: Introductory Meeting Request

Hi [Advisor’s Name],

I recently reviewed your profile on the ValuesAdvisor platform and would love to schedule a short 30-minute meeting (I’m happy to meet for longer if needed) to learn more about your practice and services.

My net worth falls within your minimum account size range.

For our meeting, I would appreciate if we could spend the first 10 minutes with you giving me an overview of your firm. I would then like to use the remaining 20 minutes to focus on a few specific questions I have. (I'll share these in advance if helpful.)

Please let me know some times you are available.

Thank you,
[Your Name]

Questions You Might Ask During the Meeting:

• How do you incorporate values-aligned or impact investing into your practice?

• What percentage of your client assets are managed with a values or impact focus?

• Can you give examples of investments or portfolios you might recommend for clients who want to prioritize [climate action, racial equity, regenerative agriculture, etc.]?

• What is your approach to balancing financial performance with values-focused investing?

• How do you work with clients to customize investments to reflect their personal values?

• Are there particular asset classes (like private investments, fixed income, or international funds) where you offer values-aligned options?

Tip:
When reaching out, it's helpful to be clear and direct while also leaving space for a real conversation. The goal of your first call isn’t to make a final decision—it’s to see whether the advisor’s expertise, philosophy and, most importantly, personality feel aligned with your needs.

Taking that first step is easier than you think—and it brings you closer to finding an advisor who truly understands both your financial goals and your values.