A referral is the highest compliment, and a huge responsibility.
One of the most fulfilling aspects of what we do lies in helping people make informed decisions about their financial futures. We consider it among our biggest responsibilities to serve people who are referred to us by one of our clients or trusted contacts.
When you endorse us to someone you care about, we recognize that you are putting your name on the line. We don’t take that lightly, and we feel a great sense of obligation to do a good job.
That said, we would like to take a moment to outline for you what happens when you send a client, friend or loved one our way who is in search of answers regarding their personal financial situation. As you can imagine, everyone’s situation is unique. So, the first thing we like to do is conduct is a 45-minute, no-obligation, personalized needs analysis that is free of charge.
We don’t want to claim miracles, but during this process, one of two things happens. Either we validate that your referral’s current financial plan is sound and nothing needs to be changed, or we discover a few minor flaws that need adjusting. In those cases we believe minor adjustments can often lead to major improvements over time. Based upon the feedback we have received from those who have gone through the process, we have seen these conversations become major confidence-building experiences.
So, if you are speaking to someone who is concerned and is looking for the reassurance that comes from a second opinion, we would be delighted if you encouraged them to give us a call (512-458-2517) or send us an email (firstname.lastname@example.org). We promise to take the time to answer their questions, and to work hard to ensure that the folks you introduce to us feel it is a worthwhile investment of their time.
You can hold us accountable to that claim.
“The secret to success is constancy of purpose.” – Benjamin Disraeli