Our introduction process

As a client, you are in a unique position to introduce others to us, so that they too might benefit from my services.

Who should you introduce?

• Family members, friends or associates:

  • Who want to experience continued financial success.
  • Who share your attitude, lifestyle and level of wealth accumulation.
• Experienced investors who are looking for sound and reasoned advice.

Why should you introduce someone?

• We offer outstanding service and financial advice.
• All discussions are strictly confidential.
• There is no obligation or cost associated with an introductory meeting.
• We will treat your friend with the same respect we offer you.

How do you introduce someone?

Step 1:

• When the topics of money, life, or financial or investment planning come up, tell your friend or family member what you like about us as life planners.
• Explain how you have benefited from our services.

Step 2:

• Ask the person if he or she would like to meet us.
• Call our office, with their permission, and give us their name, address, telephone number, and email address.

Step 3:

• Tell your friend that there is absolutely no obligation and also tell them that:

  • We will send them a client kit like the one you received.
  • We will also call them to set up an introductory meeting.
  • At this meeting, we will both have the opportunity to see if we want to work together.