Strategy

Here's the exact email you can use to get a meeting with anyone, no matter how successful or intimidating

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coffee meeting friends
Your initial email is crucial.  Shutterstock

In an ideal world, high-powered people would be dying to talk to you.

In reality, however, it can be hard to get busy, successful people on the phone, much less sitting across from you in a cafe.

In a post on his website, I Will Teach You to Be Rich, GrowthLab CEO Ramit Sethi says that your initial email is crucial to getting a meeting — and he'll tell you exactly what to write.

"This is a simple thing that signals to your expert that you are competent, won't waste their time, and you're capable of actually USING the advice they give," he writes. 

"One of the best things about this email is its brevity," writes Sethi. "There's zero fat in the message and it just tells the recipient what she needs to know."

Here's the exact template you can use (delete the bold type!):

To: Jane

From: Samantha

Subject: Michigan State grad — would love to chat about your work at Deloitte

Hi Jane,

My name is Samantha Kerritt. I'm an '04 grad from Michigan State and I came across your name on our alumni site. [TELL THEM HOW YOU CAME ACROSS THEIR NAME SO YOU DON'T SEEM LIKE A CREEP.]

I'd love to get your career advice for 15-20 minutes. I'm currently working at Acme Tech Company, but many of my friends work in consulting and each time they tell me how much they love their job, I get more interested. [THE FIRST SENTENCE SAYS WHAT SHE WANTS. MOST PEOPLE ARE FLATTERED THAT PEOPLE WANT/VALUE THEIR ADVICE.]

Most of them have told me that if I'm interested in consulting, I have to talk to someone at Deloitte. Do you think I could ask you about your job and what motivated you to choose Deloitte? I'd especially love to know how you made your choices after graduating from Michigan State. [“MICHIGAN STATE” REINFORCES SHARED BOND.]

I can meet you for coffee or at your office…or wherever it's convenient. I can work around you! [THE BUSY PERSON IS MORE IMPORTANT THAN YOU. TREAT THEM ACCORDINGLY.]

Would it be possible for us to meet? [A BUSY PERSON CAN SIMPLY REPLY TO THIS WITH A “YES” — PERFECT. NOTE THAT I DIDN'T ASK FOR THE TIME/LOCATION AS THAT'S TOO MUCH INFORMATION IN THE FIRST EMAIL.]

Thanks,

-Samantha

Read more of Sethi's steps to get expert advice in the full post »

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Libby Kane was a personal finance expert who has reported and edited stories about money for more than 10 years. She previously held the Certified Financial Education Instructor (CFEI) certification issued by the National Financial Educators Council.Experience She has written and edited articles on everything from investing tips to model budgets and has interviewed dozens of authors, financial planners, and early retirees to share their advice, experiences, and insights with a global audience. Before joining Business Insider in 2014, she was an associate editor at LearnVest, a personal finance site to help women learn about money. Her work has appeared on sites such as MSN, AOL, Forbes, Slate, and The Street.Her team at Business Insider has tackled projects including:• Women of Means, a series about women taking control of their finances• Inside the Racial Wealth Gap, an exploration of the causes, effects, and potential solutions of the racial wealth gap in the US (finalist, Drum Award, "Editorial Campaign of the Year," 2021)• Strings Attached, a series of essays from people who have left insulated communities and how that journey affected their relationship with money• Master Your Money, a year-long guide for millennials on how to take control of their finances  (first runner up, Drum Award, "Best Use of Social Media," 2022)• The Road to Home, a comprehensive guide to buying your first house (silver award winner, National Association of Real Estate Editors, "Best Multi-Platform Package or Series – Real Estate," 2022)Libby believes in one universal truth about money: Advice is never for everyone. The best strategies, tools, and products depend on your preferences, financial situation, history with money, and goals.ExpertiseHer expertise includes:• Behavioral finance• Early retirement• Budgeting• Saving moneyEducationLibby holds a bachelor's degree from Wellesley College.Outside of personal finance, Libby enjoys reading, baking, and walking her dog.