Referring Michael Nemeth as a Certified Financial Planner
Apr 17th, 2008 by Michael
Most of our clients will often refer us to a friend or relative looking for an Australian certified financial planner. In fact, so much of our work is based on referrals I decided that it would be nice to reward the clients that have referred us to a friend or relative. If a client refers SGD Investment Strategies and we end up doing business with the person that they referred, we give them a choice of three rewards. The first is a dinner voucher for a great restaurant in Midlands that I like to take my family to, I was actually there on Saturday night for my Daughter’s Birthday and it was great. The second choice is a Gold Class movie voucher, which I think it is a real treat to go to the Gold Class movies. The third option is a voucher for David Jones to buy something nice. All these choices are valued at $60. As I said most of the clients will refer us anyway but they get a very nice surprise when they receive the gift choice. I think it is really great to thank the clients that refer me as a certified financial planner as it is a very important part of our business.