One of the questions we hear the most from clients is a simple one: "How can I refer friends, family, colleagues, and neighbors to become clients of Left Brain".
Since this comes up often, we thought we'd make a quick video to direct our clients on how to introduce their loved ones to our team of advisors to determine whether we can help them achieve their financial goals and dreams.
In this video, we answer 3 major questions that come up as we discuss the topic of referrals:
(1) How can I refer friends and family to Left Brain?
(2) What happens next once I refer my loved one?
(3) Who are good candidates to refer to Left Brain?
If you want to refer friends, family, colleagues, neighbors, or others to Left Brain, give us a call on our main line at (630) 517-9300 or send an email to one of our advisors:
nolandl@leftbrainwm.com
freddyg@leftbrainwm.com
briand@leftbrainwm.com
Or your friends can book a meeting directly on our calendar: [ Ссылка ]
Referrals are our best source of new clients, so we want to give a special thanks to clients who have referred loved ones in the past. You are the true lifeblood of our business!
