Refer A 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
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 . . .
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!