Friends of the Family Club
Friends. Family. Support.
The greatest compliment a client can give is the referral of a family member or friend.
What is the Friends of the Family Club?
Comprehensive Advisor’s Friends of the Family Club is an exclusive club for our clients who support us through referrals. Through the years, these referrals have become more than just connections to others, they’ve grown into true bonds with our extended community becoming a key source of our growth as a financial services firm.
Club Benefits
Inspired by the continuous personal support of our clients, we founded the Friends of the Family Club. Members of this club will be given the option to champion our charitable efforts at the end of the year by choosing from a selected list of 501(c)(3) charities to receive a contribution.
Qualification is simple.
Just refer a friend or family member to our firm this year. Once your referral meets with us, you will receive confirmation from our office that you are now a member of our exclusive club. It’s that easy! Additionally, if your referred friend or family member becomes a client, they too will be added to our Friends of the Family Club and given the opportunity to champion a charity.
It all adds up.
Each time we meet with a qualified referral, Comprehensive Advisor will contribute $50 toward the charity of our member’s choice. The charitable contributions earned by our Friends of the Family Club members will be announced at year end.
THE DETAILS
The best way to include your friends and family is for you to bring them along to our next client event, encourage them to attend one of our seminars, or simply share our information with them. Remind them to let us know about our connection! Once we schedule with your friend or family member, we will send out a valuable information package and invite them to an introductory call.
Wondering who you should refer?
The people we serve share some commonalities:
- Retired or close to retirement
- Undergoing a significant financial change or life event
- Looking for an overall plan
- Concerned about the market
- Seeking a second opinion (doesn’t matter if they have an existing advisor)
The greatest compliment a client can give is the referral of a family member or friend. If you know someone who may benefit from our services, fill out the form below.
Friends of the Family Club
Call or text “Let’s talk about my retirement!” to 760-813-2125 to schedule a visit.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. C.A. Financial & Insurance Services California Insurance Licenses #6000262. 1751114 - 5/23
