Join Our Ambassador Program!
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 Wealthcare Financial. By referring someone, you could potentially become a member of our Ambassador Program and receive exclusive invitations to our exciting annual events. Simply fill out the form to get your referral cards!
HOW DOES IT WORK?
How can I refer someone?
After you fill out the form, we will mail you referral cards that you can give to your friends and family. 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.
Who should 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. They could be someone who’s preparing for retirement, already retired, or recently experienced a big life event impacting their financial situation.
When do I become an Ambassador Program member?
Once one of your referees attends their first appointment and mentions your name, you’ll become a member of the Ambassador Program! Every year, you make at least one referral that results in a first appointment; you’ll continue to be an Ambassador Program member.
How will I be recognized?
Every year, we host a special event to reward our clients who have at least one referral attend a first appointment. These events are exclusive to our Ambassador Program members.
