Once you begin referring clients to us, you’ll find that you are in good company, as mandy of your peers may already be reffering as well.
If you like, we can connect you with a specific Client Service Representative with whom you may refer each of your clients. This will give you a single point of contact for updates or questions.
Nearly 100% of our business comes to us by referral from Financial Advisors, CPAs, Attorney’s and Investment Specialists in the industry. We can be trusted to do the job requested (and no more) protecting your client as uniquely yours. Further, our common referral is a client who is well educated, with a high net worth. This level of client, needs quick accurate answers from someone who understands their needs, and we do.
We will treat every client, as though they are your best client. We take care of each referral efficiently, professionally, and completely. We do most of our work using phone, e-mail, fax and the latest technology to effectively communicate with your clients. And we’re licensed in 48 states to be available wherever, whenever.
Bottom Line: we have great people; great systems; and your clients, will love it!