Our Introduction Process
As a client or associate of ours, you are in a unique position to introduce others to us, so that they too might benefit from our services. In our experience it’s quite likely that there will be a time when people close to you, family or friends, are in genuine need of the type of professional guidance we provide. It’s important to know that if they are important to you, they are important to us.
Who Should You Introduce
List of Services
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Family members, friends or associates:List Item 1
- Who want to experience continued financial success
- Who share your attitude, lifestyle and level of wealth accumulation
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In our best working relationships, our clients:List Item 2
- Participate in our L.I.F.E Wealth Management Process
- Are interested in tax and estate planning ideas
- Appreciate and need regular contact and excellent service from their wealth management team
Why Should You Introduce Someone
How Do You Introduce Someone?
List of Services
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Step 1List Item 1
- When the topics of money, financial planning or investment come up, tell your friend or family member what you like about us as wealth management professionals.
- Explain how you have benefited from our services.
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Step 2List Item 2
- Ask the person if he or she would like to meet us.
- Call our office, with their permission, and give us their name, address, telephone number, and email address.
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Step 3
- Tell your friend that there is absolutely no obligation and also tell them that: We will send them a Client Information Kit
- We will follow up with a phone call to see if they’d like to set up a meeting.
- At this meeting, we will both have the opportunity to see if there is a FIT.
- If there is a FIT we will proceed to work with them and prepare their L.I.F.E. Plan.
- If either side doesn’t feel there is a FIT we will offer them with some alternative people/firms that may work better for them.
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Please note that only
Echelon Wealth Partners
is a member of CIPF and regulated by IIROC;
Chevron Wealth Preservation Inc. is not.
*Insurance Products provided through Chevron Preservation Inc.
Website Links
Office
730 View Street, Suite 210
Victoria, British Columbia V8W 3Y7
p: 1.250.412.3404