“Family and friends share in the trials and tribulations of life, as well as the moments of happiness and success.”
Over the years, we’ve been grateful to touch many lives just like yours. We’ve helped clients 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 clients want to share this experience with their friends, family, co-workers and neighbors. You may not know how to refer someone to us – what to say, how to describe how unique we are or what the experience of being an EFC Wealth Management client is really like. While we are certainly very busy, 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.”
Chances are, if we accepted you 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. This Elite Ambassador Program guide aims to simply describe how you can introduce us to the people you care about, how we recognize you for your advocacy and the unique experiences that await you and your friends.