"Hi, my name is Melissa. This message is for Matthew. It's very important that you call me at 1-800-555-5555."

Dear Greg Richguy,

I had an appointment today to meet with one of your recently-minted financial advisors. We knew him before he worked for you. He was a pretty nice guy. We met in our home, told him what we wanted, and he said he'd get to work finding an appropriate product. We thought that we were going to his office today to meet with him, discuss two or three different product options, and then choose one that suits a hole in our financial planning.