Then, let your friend or family member know you’d like for them to have the opportunity to talk with us. There’s never any pressure – just a listening ear and thoughtful guidance on their financial situation.
When you refer a friend or family member to our firm, we reach out to ensure they are comfortable talking with us. If they are, we’ll discuss the best way for us to connect – at an event, over the phone or during an in-person visit.
Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone’s life. That’s why we encourage you to become an advocate for your referral’s financial well-being and celebrate the courage it takes to face one’s finances head-on!