Do you have a friend or family member who would benefit from the financial growth you’ve experienced with us? Now is the time to connect them to our team at Riverside Wealth Advisors! With our new Riverside Ambassador Program, you get the opportunity to participate in our exciting and exclusive annual events by referring potential clients to us.
How can I refer someone?
We recommend referring someone by giving them one of the enclosed cards and writing your name on the front of the card. You can also make a referral by sharing our website or bringing them to one of our events. Just make sure that your referee mentions your name in their first appointment to ensure your referral is recognized.
When Do I become a Riverside Ambassador Program Member?
Once one of your referees attends their first appointment and mentions your name, you’ll become a member of the Riverside Ambassador Program! Every year, you make at least one referral that results in a first appointment; you’ll continue to be a Riverside Ambassador Program member.
Who do I refer?
We welcome the opportunity to work with any of your family members, friends, co-workers, or neighbors who would benefit from our financial services. This could be someone who’s preparing for retirement, already retired, or recently experienced a big life event impacting their financial situation.
How am I recognized?
Every year, we host a special event to reward our clients who had at least one referral attend a first appointment. These events are exclusive to our Riverside Ambassador Program members.
