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, to make it easier for existing clients to refer their loved ones to us.
Referrals from existing clients take priority in meeting with us because we are trying to cultivate a community of like-minded people. 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: 608.208.1800.
How do you become a member of our Ambassador Program?
It’s simple. Refer a family member or friend who becomes a client of our firm.
What is the best way to refer a family member or friend?
Sometimes talking about finances can be awkward. We have found that one of the easiest ways is to introduce people to our firm is for you to bring a guest to one of our live workshops. They can listen to Kristian speak in what may feel like a less intimidating setting. Of course, you can always give them our contact information, or we can reach out to them if you feel comfortable with that option.
What is the reward for referring a family member or friend?
You will receive a box of goodies and a night out on us! Ambassador Event is exclusively only for clients in the Ambassador Program and the people they referred, who became clients within the year. It’s one of the events we most look forward to every year.
Once an Ambassador Member always an Ambassador Member?
Even though we greatly appreciate your trust in us for past referrals, our Ambassador Program starts fresh every year. That said, clients who have provided three or more referrals are automatically inducted into our elite Hall of Fame Club and receive special recognition at events.
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.