ANNOUNCING THE

The WFS Referral Club is a program where people who refer their friends, family, and neighbors to WFS will be paid a “referral bonus”.

Helping Friends and Neighbors is what it's all about...

Simple.  If you tell a friend about WFS and that friend becomes a client, you get paid 30% of whatever revenue WFS gains from that client in the first year.  If you are interested in this program, let us know, we will provide you with more details.

WHY

To expand our network of influence.  In the past few years we have computerized our operation and greatly enhanced our efficiency.  We have about 130 clients at this time.  We are prepared to take on the next 130 clients. 

HOW MUCH DO WE PAY YOU?

If your referral results in clients with

      $1m in assets, then you will be paid $6k the first year. 

      $2m in new clients will net you $12k in the first year. 

      Your referral bonus is 30% of our fee.

TIME

Referring friends, family, and neighbors to WFS is a statistical challenge, just like any other type of promotion.  If you tell 10 people, perhaps 1 will sign up.  So, the more people you tell, the greater your results, the more you will be paid, and the more friends you will help.

EASY

It’s easy to tell someone that WFS is your financial advisor.  Simply let them know that we have done a good job for you and that you recommend WFS for them.  Encourage them to check out our easy to read website: www.WarrenFinancial.net   Let us know who you recommend so that we can be sure you get paid.  We will send them a top-notch, professional packet of information about WFS. 

DETAILS

If they allow WFS to manage their portfolio, as they pay us (each quarter year), we will pay you 30% for the first year.  If for any reason they would decide to leave the WFS family during that first year, they get a pro-rated refund, we stop getting paid, and you stop getting paid.  That’s it.  It’s not complicated.  No tiny print to read.

We would like to expand and we think you can help.

WFS WILL HELP YOU SUCCEED

We have professional packets of information ready to be sent to prospective clients.  The web site is up and being continuously maintained.

HOW YOU CAN BE SUCCESSFUL

Talk to people first.  Don’t ask us to send packets of information to everyone you know, all your friends and relatives (although we would be glad to put them all on our mailing list).  The #1, BEST, most effective way to sign up a new client is by word of mouth.  Talk to people.  If they have no need for an advisor right now, then simply make the recommendation and forget about it.

If you make the recommendation and they indicate they have a current need for an advisor or were thinking of changing their advisor, then tell us and we’ll send a packet.  After that, we wait for them to call us.

If they sign up, then you can feel good about helping a friend, making some money for yourself, and endorsing WFS, a company that you probably already use and believe in.  What could be easier?  Don’t apply pressure to get people to sign up – we don’t want you to alienate your friends, family, and neighbors.  We are trying to help people with our services, not just sign up lots of clients.

Here are some people who probably need WFS:

1. Someone who is getting ready to retire
2. Someone who is already retired but has concerns that their money won’t last throughout their life
3. Someone who has sold a home, or bought a home recently
4. Someone who is switching jobs
5. A young person who has begun saving but has no advisor yet
6. Any person you meet who suggests their portfolio has lost money
7. Your doctor, your plumber, your mechanic, or anyone who runs their own business (we service corporations as well as individuals and we have a special packet for small companies)
8. Someone you meet who needs Estate Planning or Tax Planning

Join the Club today, call 610-363-2000  or