Over the years, we’ve been grateful to touch many lives like yours. We count the relationships we share with valued clients as our greatest asset, and we look forward to many more years of deepening our friendship with you.
The greatest compliments we receive at CWM are the referrals and personal introductions to your family and friends. Year after year, we continue to see our business grow because of the wonderful referrals our clients send our way, and to thank you for doing so, we’re excited to announce an exclusive Ambassador Program. You may not know how to refer someone, so below are some details of what a good referral is and how to go about referring them. Referrals from existing clients like you take priority because we are trying to cultivate a community of like-minded people. Said another way, “Birds of a feather flock together”. If we accepted you into our client community, the people you know and like would be a good fit fur us, too.
Individuals/couples who:
- are about to retire or in retirement (Ages 55+)
- have $500K or more of investable assets (use your best judgement)
- are unhappy with their current advisor/situation/looking for a second opinion
- are seeking a retirement planning specialist
- asked you who you are using for your retirement planning
- are experiencing a life event
- retiring, death of a spouse, getting ready to take social security, etc.
How to make the introductions:
- Invite them to an upcoming class
- Invite us to speak to your social group or organization
- Call us to plan a private lunch or dinner
- Request we send print materials
