JOIN THE WEALTHCARE FINANCIAL AMBASSADORS PROGRAM
Some Introductions Change Everything
⎯ HOW DOES IT WORK?
Four steps from introduction to invitation.
Once a referral results in a first appointment and your name comes up, you’re on your way to Ambassador status and exclusive events like our annual holiday party.
01
Fill out the form
Request your referral cards and we’ll mail a set straight to you.02
Make the introduction
Hand over a card, share our site, or bring them to an event. However feels natural.03
They mention your name
At their first appointment, your referee lets us know who sent them.04
You’re recognized
You officially become an Ambassador Program member, no forms to sign.⎯ WHO TO REFER
Anyone Standing at a Financial Crossroads
There’s no narrow definition here. If the moment feels significant to them, it’s worth a conversation with us.
⎯ RECOGNITION
ONE REFERRAL per year keeps your status active.
An invitation every year just for ambassadors.
Each year we host a members-only event to thank the clients who helped grow our community. It’s our way of saying that trust, passed from one person to the next, is worth celebrating.
Keep at least one referral reaching a first appointment each year, and your invitation keeps coming.
⎯. GET STARTED
Request your referral cards.
Tell us a little about yourself in this form, and we’ll mail your cards. From there, the introduction is up to you. We look forward to hearing from you!
Prefer to talk it through first? Call 561-705-2005.
