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210 FinancialImpact Elite Ambassador
Refer your friends and family program
At 210 Financial, our clients are like family, and family always comes first. Do you want your friends and loved ones to experience the kind of financial confidence you enjoy from working with us to develop a comprehensive retirement strategy?
With our IMPACT ELITE Ambassador program, you can.
No one can predict the future, but you can help your loved ones navigate the bumps and curves by connecting them with a trusted financial partner.
How do I become an ambassador?
Because we already know and trust you, we know the people you care about are likely to be a good fit for us as well. Do you know someone who:
- Is retired or soon will be
- Mentioned they may need a second opinion
- Recently experienced a loss (job, loved one, investments)
- Is unhappy with low interest rates or high taxes
If the answer is yes to any of the above, invite them to attend one of our in-person events, such as a workshop, or send us their contact information. It’s that easy! We promise there is never any pressure for your referral to work with us — just a willingness to listen to their goals and concerns and thoughtful guidance on their financial situation.
To show our appreciation
We know that a referral is the highest compliment we could ever receive. To show our sincere appreciation, we donate $25 to the year’s chosen charity for every one of your referrals who sets an appointment. You will also be invited to an exclusive invite-only event.
That’s not all.
When you’ve referred five people, you become a member of our IMPACT ELITE Hall of Fame. Along with the satisfaction of knowing you’ve made a positive difference in the lives of your friends and loved ones, you’ll be invited to all our exclusive, members-only events.
We’ve been honored to work with you and look forward to welcoming those you care about to our family firm.
Give the gift of financial confidence today!
Share your referral by sending their contact info to office@210Financial.com
or make a virtual introduction by filling out the form below.
Ready to Take The Next Step?
For more information about our comprehensive financial planning process, schedule a meeting or register to attend an event.