Integrated Financial "Referral Rewards" Program Details
For every individual or household you nominate, you will receive one entry into our quarterly "Referral Rewards" prize drawing. If your name is drawn, you will receive a Dinner Gift Card which may be used at Three Forks, Silver Fox, or Ruth's Chris ($100 value). Clients as well as non-clients are eligible to participate in the Referral Rewards Program.
For every referral nomination that results in an in-person meeting with an advisor from our firm, a gift card** of $25 (your choice of Restaurant, Retail or Gas card) will be sent to you as our way of saying "Thank You" for caring enough about the referral's financial security to introduce them to our firm. If they become a client, another $25 gift card** will be issued.
Regardless of whether they decide to come in for a visit, the individual or couple you have referred will be notified of upcoming learning opportunities - Educational Dinner Workshops and Investment Dinner Briefings.
When the individual or couple you have referred comes in for their initial "financial check-up", they will receive a $50 (individual)/$100(couple) Chamberlain's Gift Certificate**.
We don't know when the next "2008" in the market will be, but we want to be sure that those you care about at least have the opportunity to sidestep a repeat of the emotional and financial turmoil that resulted for those who have been on the stock market roller coaster. We are still in the midst of a long term, secular bear market. Volatility will be seen, resulting in costly emotional decisions for most investors.
Our clients enjoyed the benefits of capital preservation as a result of a SWAN approach to investing (Sleep Well At Night) during the last market meltdown. By introducing others to Integrated Financial, you are helping others potentially preserve capital during the next market downturn.
**FINRA regulations limit total financial "gifts and gratuities" to $100 per person/$200 per couple, per year.
