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Did You Know 1on1financial Runs on Referrals?

Did You Know 1on1financial Runs on Referrals?

May 19, 2016

At 1on1financial, our business is different from other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Simply put, we run on referrals, and we are grateful for them.

Your generous referrals are especially important because of a strange rule we have in our industry. Did you know that because of regulations in our industry, sharing, posting or advertising testimonials from clients is strictly prohibited, regardless of the experience? So, because we can’t use or ask for testimonials, referrals are especially important and essential for building our business!

Luckily, we’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:

1. Our Commitment to You

Every day, we come to work because we truly enjoy our jobs. I have been working as an advisor for 20 years and what drives me is that above all the tasks I do, it’s my job to help people retire. Playing such an important role in my clients’ lives is both humbling and fulfilling. It’s my goal to empower my clients through education and help them make decisions in which they feel confident.

2. Our Independence

In 1997, I created 1on1financial to provide financial planning that is unbiased and transparent. Because we are not managed by a large financial institution, we have no conflicts of interest or products to sell. We take pride in our unbiased investment approach and we know our clients appreciate our transparency and honesty.

3. Our Systematic Team Approach

We stand out from our competition due to our systematic team approach to client care. Each member of our team is a specialist in their own area of expertise. Our team includes:

  • Advisors
  • Relationship Managers
  • Service Assistants
  • Data Managers

This team approach prevents your advisor from spending hours dealing with beneficiary updates or check requests. Instead, your advisor manages your investments and concentrates on your unique plan.

4. Our Commitment to Transparency

We are committed to providing real value in what we do, with reasonable fees that are clear. We aim to make a complicated process simple and educate you to make your own financial decisions. We are available anytime for questions by email, phone, or in person.

5. We’re Never Too Busy to Help

One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients, as well as their loved ones. When you have questions about your financial future, we’re here to help. If you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help.

If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Please call us at 909-981-1720. You can also pass along this article to your friends and family and let them know we’re happy to speak with them if they have any questions.

About Philip

Philip A. Board MSFS, CFS, is a retirement planning specialist and the founder of 1on1financial, an independent comprehensive investment firm serving individuals and businesses near Upland, California. Through educational workshops and a non-sales environment, 1on1financial specializes in working with employees of Southern California Edison, UPS, Esri and Verizon.