Every financial advisor hopes to receive quality referrals from their best clients.
Respect for everyone involved is the key to managing referrals properly. In our experience that means the individual referred should always retain control of the decision to proceed or not to proceed, as well as the process by which a relationship is developed.
Perhaps you know someone like yourself that you believe would appreciate the opportunity to consider RFA’s investment management and retirement planning services. If so, please use the space below to tell us how they would prefer to be contacted.
We will follow up promptly and respectfully, mindful of your relationship and their wishes.