A financial planner, who was a potential referral source for us, was named as one of the nation's top investment managers for physicians. I used the opportunity to develop a closer relationship with him.
From: William S. Frank
Sent: September 29, 20— 7:58 AM
To: Timothy Aleric, CFP
Subject: Congratulations
Tim,
Congratulations on your recent awards in "Medical Economics" and "WORTH" magazine. I'm very proud to know you.
:Bill