Three Simple Steps for Referring Your Clients

In three easy steps you can help your clients not only find more money for their long-term goals, but also help them simplify what has often become a complex system of managing their day-to-day financial life.

  1. Identify clients who would benefit from a deeper dive into their cash flow such as:
  • Those not fully funding their retirement accounts.
  • Clients that are saving, but, based on income, could be saving so much more.
  • Those looking for clarity and organization in their day-to-day financial lives.
  • Clients desiring to become more purposeful in their spending.
  • Clients who are spending more than they make or retired clients who are withdrawing more of their assets than is prudent.
  1. Explain the benefits of this value-added service. We’ll provide you with:
  • Our Menu of Services.
  • A script to easily describe the benefits of our services in just a few sentences.
  • Text for an official email introduction.
  1. Relax! We do all the work from here.
  • In a typical scenario, we can create a Spending Plan for clients and get them on a path of implementing it within just three weeks.
  • There’s no cost to you as we are an outside referral and there’s no work on your part.
  • However, if you would like to offer our services as an added client benefit to your financial planning, let us know and we can schedule a meeting to outline an arrangement.