Sample Letter #1
I am flattered that you would ask me for advice on such a delicate matter. I regret that I cannot be much help to you. I have neither the wisdom nor the experience to guide you in your divorce. However, I have a friend in Springfield, John Doe, who practices family law. If you wish, I can refer you to him. Whatever you decide to do, you have my best wishes.
Sample Letter #2
Although I am flattered that you have asked for my advice, I am sorry that I must decline your request. My experience in the area of commercial real estate has been limited, so I really don't feel qualified to answer your questions.
However, John Doe, another agent in our office, has worked in this area for more than ten years and has a thorough understanding of the issues involved. I would recommend that you contact him with your questions.
Thank you for thinking of me. I wish you success in your new project.
Sample Letter #3
I received your letter asking me for advice on how to invest the insurance settlement you recently received. While I appreciate the confidence you have shown in me, I really feel it would be better if you asked someone with more objectivity. I value our friendship too much to become involved with advising you in financial matters. There are many qualified, reputable professionals who can advise you better than I could.
I wish you the best in finding someone who can help you with this important matter. I look forward to seeing you at the Club's annual holiday party next month.
Sample Letter #4
Much as I would like to take some of the credit for the next great decision in your life, I must bow out. Advising you on your relationship with Jane Doe would put me into a conflict of interest that could come back and haunt me.
I wish you the very best of luck and wisdom in this tricky situation.
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