You’ve trusted The Real Money Coach for your financial guidance, and now we want to provide the same quality financial services to the most important people in your life! We created our Circle of Influence to show you our appreciation and to give you the chance to invite your family and friends on board with us. You deserve to be on the right financial path – and so do your friends and family.
As a member of the Circle of Influence, you’ll get access to exclusive perks like:
- Having a $100 donation made in your honor to your charity of choice
- Invitations to celebratory Client Appreciation Events
- Recognition as a member of the Circle of Influence
Whom should you refer?
The best referral is someone who we have not met with before, but may fall into one or more of these categories:
- Is nearing or already in retirement
- Is experiencing a major financial change or life event
- Is worried about running out of money in retirement
- Has concerns about whether their money is working for them
- Has questions about their financial future
Ready to become a member? Here’s how you can do it:
Simply submit the name of the person you think could benefit from our services, and once they submit their information and complete their first appointment, you’re in!
Please complete the form below to submit your referral.
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