Any client who introduces us to a friend, family member or colleague will receive an invitation to our annual Exclusive Ambassador Club Party. If four of your referrals become clients, you will become a lifetime member of the Ambassador Club. This will get you automatically invited to our Annual Club Party, recognized at all client appreciation events and put on our "Wall of Fame" at our office headquarters in Grand Blanc, Michigan.
HOW CAN YOU REFER SOMEONE?
There are three easy ways to introduce friends, family members and colleagues to Barnett Financial & Tax:
- Offer them a referral kit. Inside, they will find a folder containing information on our firm, mission and team members, as well as guidance on how to choose the right financial professional for their needs.
- Invite them to one of our informational seminars or client appreciation events. A full list of upcoming events can be found HERE.
- Have them call (800) 425-7044 for a no-obligation complimentary consultation. It’s focused around the five key areas of your current financial life.
WHO SHOULD YOU REFER?
We are looking for people who, like you, are looking for assistance preparing for retirement. We want to help guide your friends, coworkers, family/church members and loved ones. Do you know others who are:
- Retired or close to retirement?
- Tired of stock market volatility?
- Concerned about running out of money before they die?
- Dissatisfied with their current financial situation or advisor?
- Interested in having a steady income stream during retirement?
- Trying to figure out the best way to take social security?
- Complaining about the amount of income tax they pay?
If so, consider referring them to us. We will always make time for those who are most important to you.