Do You Know A Neighbor, Colleague, Friend or Family Member,
Who Could Benefit From Our Services ?

The Client Referral Reward Program

As you may know, marketing and advertising costs are a fortune today, especially in a one newspaper town.

We’ve analyzed our numbers, and discovered that the average expense to obtain a new client has increased significantly over the past couple of years. Even though we realize that it’s a “cost of doing business” in today’s competitive environment, our goal is to save money and reinvest those savings into client benefits and services.

Accordingly, we have instituted a REFERRAL REWARD PROGRAM. It works as follows. For every referral you send us OR invite to one of our client events (Spring ’05 Retirement Planning Seminars <dates to be announced) that becomes a client, you will receive your choice of one of the following:

  • Dinner Certificate to a restaurant of your choice for $ 50.00
  • Donation to your favorite charity, in your name, for $ 50.00

We hope you will keep us in mind not solely for the rewards, but because you feel that we have really helped you, or someone you care about. Of course, if the reward helps you remember, that’s OK too ! A referral form is on the back side of this sheet to help you send information about each referral we will need to follow-up.

Thank you for your continued trust, confidence and past support.

Check One:
YES, please contact this referral
NO, we would prefer to invite them to the following client event or seminar: Seminar/Client Event & Dates:
*Name:
Home Phone:
Work Phone
*Email:
Referral Submitted by:
* = Required field
Best Time to contact / Comments:


 
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