Want your loved ones to experience the kind of financial confidence you’ve found from working with us on a well-thought-out financial strategy?
Well, now you can.
We cherish the relationships we’ve made with you and your loved ones over the years. We are all about family here at EFC Wealth Management and we want to officially welcome you to ours. Year after year, our business continues to grow and it’s because of the wonderful introductions people like you have sent our way. We are excited to introduce to you our Friends of the Family program and all the exciting things that come with it!
Who do I refer?
(Hint, someone just like you!)
A retiree or someone planning to retire soon
Experiencing a life event (recently came into inheritance, loss of spouse, change of jobs, etc.)
Someone wanting a second opinion.
Connections for a Cause
Nothing makes us happier than having a positive impact on our community. That’s why every time one of your referrals meets with an advisor on our team for an initial consultation, EFC Wealth Management will donate in your honor to one of our chosen charities of the year.
- Folds of Honor
- St. Jude’s Children’s Research Hospital
- The Rooks-Sarnicola Entrepreneurial Institute
- Wounded Warrior Project
You’ll also be a part of our annual EFC Wealth Group soiree, where you’ll be our guests of honor!
How do I refer?
(It’s easier than you think!)
We host monthly socials and annual entertainment events.
2. Virtual Introductions
Make a virtual introduction via email and we’ll take it from there.
3. Bon Appetite
Call us to plan a private lunch or dinner.
We think of you as part of our family and would love to welcome
those you care about to join our family firm.
Qualification is simple!
Invite a friend or couple to schedule a visit with us. If they attend their complimentary discovery meeting, you’re now a part of our referral program.
It’s that simple! For every year you make at least 1 referral, you’ll continue to be a member. We aren’t asking for a guarantee or for you to “sell” our services. We are simply asking for an introduction.
It’s time to refer!
To share your referral, please send your referral’s contact info to
firstname.lastname@example.org, or make a “virtual introduction” by filling out this form: