Change Effect
Well, now you can.
Who do I refer?
Retiree
Life Event
Second Opinion
Perks
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
- MBK ALLIANCE
- Wounded Warrior Project
- NAACP
You’ll also be a part of our annual EFC Wealth Group soiree, where you’ll be our guest of honor and be inducted into the Ambassador Program for the year.
How do I refer?
1. Events
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
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 of the Ambassador Program. 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 info@efcwealthmanagement.com, or make a “virtual introduction” by filling out this form:
CONTACT US!
"*" indicates required fields