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Refer A Friend

The greatest compliment a client can give is the referral of a family member or friend!

The greatest compliment a client can give is the referral of a family member or friend!

We sincerely appreciate the trust you have placed in our firm and will always make time for those who are the most important to you. Introduce us to a family member or friend, and you will be eligible to become apart of the Focus Family Club.

We recognize that a referral is the highest honor you can give us, and we thank you for your trust. We sincerely appreciate the
opportunity to see if we might be able to help those you care about.

How We Work

How We Work

Many of our clients want to share their positive financial
experience with friends and family. We want to help you make an introduction to us because, chances are, the people you like, we would like too
. . . 

HOW TO GET STARTED!

When you hear of a friend or loved one in a challenging situation where we might be able to help, tell that person how our firm has helped you. Then share the name and number of that person with our team, and we will be in touch to see if we can lend a hand.

Your friends or family might benefit from working with us if they:

  • Are retired or planning to retire soon
  • Mention they are not happy with their current financial advisor
  • Complain about the low interest rates they are receiving
  • Are upset about money they are losing in the stock market
IT'S EASY!

IT'S EASY!

When you refer a friend or family member to our firm, we reach out to ensure they are comfortable talking with us, and then establish if they would like to meet with an advisor, attend an event or receive more information about our firm. There is never any pressure to work with us!

Unlike some awkward, sales 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!

MAKE AN INTRODUCTION

To share your referral, please send your referral’s contact info to staff@focuspointwm.com or make a “virtual introduction” by filling out this form:

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.