Oftentimes, our clients will come across someone who is in need of guidance and could benefit from using us as a resource. Your trust and confidence in us as your financial team is very important, and we sincerely appreciate new introductions.
Please let us coach you through our introduction process. Here are some questions we have asked in the past that lead to amazing introductions:
- Who in your circle of family/friends/coworkers is looking to retire?
- Who is the last person you know that moved or changed jobs?
- Who do you know that owns their own business?
- Who do you know that would appreciate the value we provide?
Once you think of someone, please reach out so we can brainstorm on the best way to introduce ourselves. Here are some options:
- Schedule lunch or fun activity together.
- Invite them as a guest to an event that we host throughout the year.
- Provide us with their name and contact information. We will be more than happy to reach out to them.
