Here's how to introduce your family and friends to us.
As a member of the Winners Circle Wealth Coaching Program™ you are a preferred client, and as such you will receive a variety of value added services.
As a preferred client you have joined a small exclusive club.
As with any club, your membership gives you certain special privileges. One of those privileges is - we waive our minimum investable asset requirement for the parents and children of our clients.
Another value added service is that we will make ourselves available as a sounding board for the friends of our preferred clients.
You may run into someone at some point who needs guidance, or is not happy with their current situation. If you do encounter someone like this, and our experience tells us you will, we want to tell you how to handle that situation.
First of all, you should be aware that there is no guarantee that someone you introduce to us will become a client. It has to be a good fit for us, and of course it has to be a good fit for them.
That said, we will always meet with anyone you introduce to us and make ourselves available to answer their questions. If that person is important to you, then they are important to us. We will make the time to meet with them even if it's just for the reassurance that comes with a second opinion.
Of course, should your friend happen to not be a good fit for us, we will always do our best to point them in a direction that is beneficial.
If someone does ask you about us and you feel they could benefit from the work we have done together, give us a call. Let us know about your friend and provide their contact information. You and I will then decide whether it would be best for you to personally introduce them to us, or if we should send them an introductory kit directly because they requested information.
Regardless of the outcome of our first meeting, whomever you introduce will receive the same professional and respectful treatment you're accustomed to. If there is not a FIT, we still want that first meeting to be of value to them and we will make suggestions on where they can get what they need.