My introductions process

As a client, you are in a unique position to introduce others to me, 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

I work with a wide range of clients. Retirees, pre-retirees, business owners and high net worth individuals.

Why should you introduce someone?

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

How do you introduce someone?

Step 1

• When the topics of money, wealth management or investment come up, tell your friend or family member what you like about me as a wealth management professional
• Explain how you have benefited from my services

Step 2

• If they express an interest, ask them if they would like to receive additional information on our services.
• Call my office, with their permission, and give me their name, address, telephone number, email address and some background information.

Step 3:

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

• I will send them a client kit like the one you received
• I 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