It’s simple – All you need to do is introduce us to someone who can benefit from our services. Once that person comes in for an introductory visit, you will be sent an invitation to become an Ambassador.
A qualified introduction is someone that we have not yet met and may be going through one of the following situations:
The best way is to make to make an introduction is to fill out the form above. We will then send them a valuable information package and an invite for a complimentary visit with an advisor, being respectful of their time and interest in our services.
Once you are invited to be an Ambassador, you will be added to our list for the exclusive Ambassador Bash – an event like no other! You’ll also be invited to each of the Money Wisdom & Wine events we hold throughout the year. We will also make a $50 donation to a charity in your name.
Our Ambassador Program starts fresh every year. However, if 5 of your introductions come in to meet with us within the year, you will become a Diamond member of our program and an Ambassador for life!