The question we most frequently hear from your peers is without a doubt:  “How do I introduce your business lending solutions to my clients and prospects?”  In our experience, the best advice we can give you has proven to be as effective as it is simple, as we’ve suggested in the email/phone texts below:

By email:

Subject Line: Do you need capital for your business? Let Morgan Stanley help!

Did you know that Morgan Stanley has a number of ways to help you locate the capital you need for your business? If you would like to hear more, just reply to this email or give me a call.

Warmest Regards,

In a phone call:

Did you know that we have a number of ways to help you secure capital for your business needs? Would you like to come in or set up a short phone call with me and one of my senior private bankers to learn a little more?


Warmest Regards –

Of course, if there is anything that I can do to help you in any way, please do not hesitate to reach out to me.

Best Regards -

Adam E. Epstein
Director - Strategic Alliances
Newtek Business Services Corp.
Office: 212-273-7752
Cell: 917-743-4898