Client Rewards
My number one job is to take care of your Wealth and Health needs. As you know, I (and my team, of course!) work very hard to not only stay on top of your portfolio, but we also spend a lot of time maintaining our education so we can continue to provide you cutting edge financial planning strategies and health services to assist you in better serving your needs.
In addition, part of running a healthy business is to identify and attract high quality new clients into the firm that reflect the values and character of our existing client base. Our marketing program to accomplish this objective has revolved around providing educational seminars for local residents on topics such as tax planning, income planning, and other retirement planning objectives, as well as monthly health workshops.
Historically, this has worked very well for us, but it does have its’ disadvantages. First, any time that I spend marketing is time that I could be spending learning new strategies that may potentially benefit you. Second, all those mailings and newspaper ads are pretty expensive. And third, I have to filter through a lot of people to find the few who share similar values as my existing clients, people just like you.
So here at the office, we’ve been brainstorming to figure out if we could come up with more effective marketing strategies, and one thing stands out clearly. We want those new clients who we choose to accept into our firm to be someone just like you. In other words, we are looking for new clients who share similar values as you, and who have high character standards like you. So I’m asking for your help in introducing me to people that you know that are a lot like you ‐ people that you think highly of who may also find the work I do significantly beneficial.
Now I’m not asking you to stick your nose in your friends’ financial business. Instead, I’ve created a program that is designed to make introductions simple and easy, and reward you for your efforts. After all, there should be something in it for you.
With that in mind, we are proud to introduce our new “CLIENT REWARDS PROGRAM”.
Here’s how it works.
Step 1: You identify someone that you believe would benefit from the type of planning that I do, and in turn has similar values and character traits as yourself.
Step 2: You invite that person either to one of my educational events or to a nice comfortable lunch (you, them and me) at their favorite restaurant. I’m happy to pick up the tab and the rule here is no business, just fun. For each person that is a first-time attendee to one of these events, you will receive 25 points!
Step 3: I follow up with an invitation for them to come into my office for a FREE visit. And you know me, I’m not going to waste time bugging someone that doesn’t want to come in to see me.
Step 4: They choose to work with me or not, depending on if there is a good fit. If they choose to work with me and my firm, you earn Wellness Rewards. The more of your Referrals that become Clients, the more rewards you earn, as outlined on the included flyer.
That’s how the program works. You identify people that you believe are a good fit for our firm and just for making the introduction, you receive Wellness Services for FREE. You win, your friend / relative wins, and I win.
If you have any questions, or if you have any thoughts that you’d like to share on the program, please feel free to call us at (614) 602-6506 or send us an e‐mail at info@advancedretirementdesign.comThis e-mail address is being protected from spambots. You need JavaScript enabled to view it .
Sincerely,
John R. Deitrick, Founder
Advanced Retirement Design
