Thank you for being a client of Miles Financial Group! We value our relationship and have made choices in your best interest as your trusted advisor. Together we’ve evaluated your retirement and financial needs to make smart and safe money decisions. Now, you have the opportunity to give that to a loved one.
Some of your friends and family members may not be getting the guidance they deserve. You can help them by making an introduction to Miles Financial. Thanks to the introductions to us from our clients, our business has continued to grow year after year by word of mouth of those who have benefited from our services.
The Miles Financial Ambassador Program was specifically designed to thank you for entrusting us with your introductions and showing you our appreciation. For each of your referrals that attends a no obligation complimentary review, we will send you a $50 VISA gift card.
Thank You!
Who should I introduce?
A qualified introduction is someone that we have not yet met. They may answer yes to some or all of these questions:
- Are they retired or close to retirement?
- Do they have concerns about the market?
- Are they concerned about outliving their savings?
- Are they interested in tax-efficient strategies?
- Are they seeking a second opinion?
What is the best way to make an introduce a family member or friend that may be qualified to work with Miles Financial Group?
The best way to make your referral is to give us their contact information so we can give them a call. Don’t worry – we will not mention you in our outreach unless you give us permission to do so! Simple send us their information in an email, give us a call, or fill out the form on this page by clicking the “Make the Introduction” button.
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