Introducing Others to Rob Cameron

As a client, you are in a unique position to introduce others to me, so that they too might benefit from my services.

Who should you introduce?

  • Family members, friends, or associates
  • Who want to experience continued financial success.
  • Who share your attitude, lifestyle and level of wealth accumulation.

Why should you introduce someone?

  • I offer outstanding service and financial advice.
  • All discussions are strictly confidential.
  • There is no obligation or cost associated with an introductory meeting.
  • I will treat your friend with the same respect I offer you.

How do you introduce someone?                                                         

Step 1

  • Talk to your friend or family member.
  • Tell them what you like about me as a financial planner.
  • Explain how you have benefited from my services.

Step 2

  • Ask the person if they would like to meet me.
  • Call my office, with their permission, and give us their name, address and telephone number. 

Step 3

  • Tell your friend that there is absolutely no obligation, and also tell them that:
  • We will send them a client kit like the one you received.
  • We will also call them to set up an introductory meeting.
  • At this meeting, we will both have the opportunity to see if we want to work together.