Over the years, we’ve been grateful to help others, like you, increase confidence in their retirement income, connect with their loved ones by creating a legacy, and custom-design strategies to help them own their tomorrows. Many of our clients want to share this experience with their friends, family, co-workers and neighbors. That’s why we’ve created the Ambassador Program, making it easier for existing clients to refer their loved ones to us.
Chances are, if you fit into our client community, the people you know and like would be a good fit for us, too. The greatest compliment you can give us is the referral of a family member or friend. Please review the frequently asked questions below and, as always, give us a call if we can be of any assistance: 866-582-7564.
Ambassador Program FAQ
What is the best way to refer a family member or friend?
Sometimes talking about finances can be awkward. To avoid the that, we have found a few easy ways to introduce people to our firm:
- Bring your guest to one of our live workshops! Let them see us in action and decide if we could be a good fit.
- Provide us with their contact info and we’ll send a special Introduction Kit to them directly. Simply provide us with their contact info and we’ll send them a valuable information package and invite them in for a complimentary consultation.
- Visit our website’s “Refer a Friend” section where they can enter their info themselves and let us know who referred them!
Who should you refer?
Here are a few examples of who we can help...
- Anyone who is retired
- Anyone preparing for retirement
- Anyone unhappy with their current advisor
- Anyone disappointed with low interest rates
- Anyone who has lost money in the stock market
- Individuals with a recent major life change
- Or simply, anyone needing a second opinion on their wealth
How do you become a member of our Ambassador Program? It’s simple.
Refer a family member or friend who meets with our firm. We understand that we’re not the perfect fit for everyone, so rest assured that you’ll receive referral recognition whether or not they become a client. Simply complete the form on the right, or call our office, and we’ll take care of the rest.
What is the reward for referring a family member or friend?
You will receive a unique box of goodies! We won’t give away the surprise, but we know you’ll love it. You’ll also get exclusive invites to events we host throughout the year. We don’t want just anyone, we want people just like YOU.
Need more info? Contact Taylor at 760-341-8932 ext. 105 or taylor@ensemblewm.com.
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