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and more... investing, financial services, & minimums financial planning & minimum engagements avoiding identity or investment frauds meeting & working with financial advisors referrals to other professionals guest speaker for your organization Maximize your Internet browser window for best viewing. Most hyperlinks to sites outside of goodfunds.com open a new window. Simply close the new window when finished to return to goodfunds. | The personal introduction is best. For example, I would be happy to take you and your friend or colleague to lunch or to a coffee house to get acquainted. The more you can tell your referral about your experience with me, the better. A far distant second to that would be to simply give your friend my name and number. But I've found doing only that rarely results in people contacting me because people don't get around to it, despite their best intentions. So if you really want to introduce your friend to sustainable investing and our services, a personal introduction is better. More about networking and referrals:
According to the results of the recent CFP Board Survey... In order of priority, here are the catalysts that prompt investors to seek professional guidance:
When you have thought of the name of one person you know who is possibly dealing with one of these things, please contact me. Also according to the survey, people initiate financial planning to accomplish the following goals:
Again, when you have thought of the name of one person you know who is possibly dealing with one of these things, please contact me. We do not spam, cold call, telemarket, or send junk mail to your referrals. We simply and politely contact them to see if they are interested in learning more about our services. If they are not interested, we will not contact them again. |
Community Investing Achiever in the Social Investment Forum 1% For Community investment campaign since 2002. Calvert Foundation Advisor of the Year in 2004.
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