Introducing Others To Our Team

Whom should you introduce?

Why you might introduce someone?

•You feel we offer outstanding service and sound financial advice.

•All discussions are strictly confidential.

•There is no obligation or cost associated with an introductory meeting.

•We will treat your friend or family member with the same respect and courtesy that we offer you.

How do you introduce someone?

Step 1
•An introduction may be appropriate when the topics of money or investing come up, and someone you know needs guidance.

Step 2
•Ask the person whether he or she would like to meet us.
•Call our office, with your friend’s permission, and give us his or her name, address and telephone number.

Step 3
Please tell your friend that there is absolutely no obligation and explain:

•We will send your friend a client kit like the one you received.
•We will call to set up an introductory meeting where we will have the opportunity to see whether we want to work together.

Should we both determine there is not a fit, we will do our best to direct your friend to a resource that is better suited to meet his or her need.