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More Goodfunds Resources: avoiding identity or investment frauds meeting & working with financial advisors referrals to other professionals guest speaker for your organization sign up for SRI news, tell a friend, add to bookmarks, or link to us Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more!
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Networking with the people you knowMany people you know would like their money involved in the sustainable and responsible investing movement, they just don't know how. Or they don't know anyone that can help them yet. We like working with people like you, and the people you like. Who do you know that might agree with Goodfunds' guiding principles? Of course you probably don't know all the details of your friends' finances. All you need to do is consider whether the household or organization is likely in need of trustworthy financial advice at this point in their lives. According to a recent CFP Board survey, 9 catalysts that prompt investors to seek professional guidance:
Help your friends, help the worldWho can you think of right now that is or was recently dealing with one of these things listed above? Here are three options for your next step:
We do not send unwanted junk mail. We simply and politely contact your friend or colleague to see if they might be interested in learning more about trustworthy advice and sustainable and responsible investing. If they are not interested, we will not contact them again. Who is a good match for Goodfunds' services?First of all, it means a great deal to us personally that you are considering referring your friend, family, or colleague to us. We will thoroughly enjoy meeting them, we'll discuss their situation and needs with them, and see if they might be well-served with our services. As you know, we serve a very specific group of clients so we can provide top-notch service. Sometimes a person's needs won't fit with our services and we will refer them to a colleague who can provide a different range of services. Rest assured that we'll try to help your friend or colleague find the best solution for their needs, whether through our office or another, and they will be treated with respect and dignity. Thank you! |
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