As a client, you are in a unique position to introduce others to us, so that they, too, might benefit from our services.
Whom should you introduce?
Family members, friends or associates who share your attitude, lifestyle and level of wealth accumulation.
Many of our clients are entrepreneurs, doctors and lawyers.
Why should you introduce someone?
We strive to 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 with the same respect 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.
Begin the introduction by explaining how you have benefitted from our services.
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 all 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 needs.