Introducing others                          

 

As a client, you are in a unique position to introduce others to me, so that they, too, might benefit from my services. 

Whom should you introduce?

  • Family members, friends or associates who share your attitude, lifestyle and level of wealth accumulation.

Why should you introduce someone?

  •  My goal is to offer outstanding service and sound financial advice.    
  • All discussions are strictly confidential.
  • There is no obligation or cost associated with an introductory meeting.
  • I will treat your friend with the same respect I offer you

How do you introduce someone?


Step 1
  • An introduction may be appropriate when the topics of money or investing come up, and someone you know needs guidance.
  • Begin the introduction by explaining how you have benefitted from my services.

Step 2
  • Ask the person whether he or she would like to meet me.
  • Call my office, with your friend’s permission, and give me his or her name, address and telephone number.

Step 3
Please tell your friend that there is absolutely no obligation and explain:
  • I will send your friend a client kit like the one you received.
  • I will call to set up an introductory meeting where we will have the opportunity to see whether we want to work together.
  • Should we both determine there is not a fit, I will do my best to direct your friend to a resource that is better suited to meet his or her needs.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, MA, MN, MO, NC, NH, NM, NY, OH, OK, OR, PA, TN, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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