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Our Referral Process

Our Referral Process

June 07, 2017

Our business is different from other businesses in a few ways, but perhaps one of the main differences is how it grows and flourishes. Simply put, our business runs on referrals, and we are grateful for them. 

Your generous referrals are especially critical because of a strange rule in the financial services 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 essential for continuing to build our business.

We are so grateful for your loyalty and praise of our services that we are offering a $25 Amazon gift card in the month of June when you refer new prospects to us. If you’re a client, and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Simply enter their contact info into the form below or forward this email to them so they can experience the same level of service that you do.

As a client, you benefit from our commitment to serving you as we would serve our own family. We take pride in developing lasting relationships with our clients that are based on trust and integrity. If you have any questions about our referral process, or if your friends and family are curious about our services, give me a call today at 909-981-1720.  

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.