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

In our best working relationships, our clients:

• Participate in our Wealth Management Process
• Are interested in tax and estate planning ideas
• Appreciate and need regular contact and excellent service from their wealth management team

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, financial planning or investment come up, tell your friend or family member what you like about us as wealth management professionals
• 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