We Provide Solutions for all Phases of Your L.I.F.E.
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?
Family members, friends or associates:
Who want to experience continued financial success
Who share your attitude, lifestyle and level of wealth accumulation
In our best working relationships, our clients:
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?
We know those close to you are important to you and that by virtue of your relationship, their financial peace of mind will have a positive impact on you - because helping someone you care about feels good.
We know those close to you may also be involved in the future legacy you are creating.
We care about multi-generational planning and want to be involved in keeping the legacy alive.
We will always treat your family member or friend with the same professionalism and respect you expect and deserve.
How do you introduce someone?
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.
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.
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.
Toll Free: 855-603-4680
730 View Street
Victoria, British Columbia
If you know someone that you feel would be a good 'Fit' and you would like to introduce we thank you and assure you that we will treat them with the utmost confidentiality and respect. We send all introductions a copy of information kit and then follow it up with a telephone call. If the person is happy with their existing relationship we honour that. If they would like a second opinion we schedule a FIT appointment and meet with them to review our structure and answer any questions they may have. At that point we both decide if there is a FIT and we proceed from there. If the FIT is not there we work with them to find a person or organization that may be more appropriate for them.
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Echelon Wealth Partners. This website is not deemed to be used as a solicitation in a jurisdiction where this Echelon representative is not registered.
The information on this website is solely the work of Ron Zwicker and Vicki Cook, this is not an official publication of Echelon Wealth Partners, and the author is not a Echelon research analyst. The views (including any recommendations) expressed are those of the author alone, and they have not been approved by, and are not necessarily those of, Echelon.
Forward-looking statements are based on current expectations, estimates, forecasts and projections based on beliefs and assumptions made by the author. These statements involve risks and uncertainties and are not guarantees of future performance or results and no assurance can be given that these estimates and expectations will prove to have been correct, and actual outcomes and results may differ materially from what is expressed, implied or projected in such forward-looking statements.