The Evans Financial Group Ambassadors Program

Evans Financial Group welcomes and appreciates your personal introduction to friends and family members. Once you provide us with their contact information, they will receive a valuable information packet, along with an invitation for a complimentary consultation.

As an Evans Financial Group client, you are the sole focus of our efforts to create a successful and rewarding relationship. Many of our clients have expressed interest in recommending our financial services firm to their friends and family members. This is the highest compliment that we can receive, and we greatly appreciate your trust and confidence. The introductions you’ve made have helped our business grow, year after year.

The new Evans Financial Group Ambassador Program has been designed specifically with you in mind, as a “thank you” for entrusting us with your introductions and to show our sincere appreciation.

Your membership in our Ambassador Program gains you admission to an exclusive special event at the end of the year. This event is a celebration of you and all that you do for us, so you do not want to miss a moment. We hope to see you there!

To introduce a family member or friend, please provide us with the name and address below. We will send them a valuable information package and invite them in for a complimentary visit.

  • This field is for validation purposes and should be left unchanged.


1. How do I become a member of the Evans Financial Group Ambassador Program?
Simply introduce us to someone whom you want to have the benefits of our services. Following their complimentary consultation, you will receive your exclusive invitation to become an Ambassador.


2. Who would you like me to introduce to the Evans Financial Group?
A qualifying introduction is an individual whom we have not yet met and who may be experiencing one or more of the following:

✦ Retired or close to retirement
✦ Undergoing a major financial change or life event
✦ Concerned about running out of money in their later years
✦ Unsure if their money management is maximized for them
✦ Has questions or concerns about their financial future


3. How should I make the introduction?

Just give us a call or fill in their information above. It’s that easy. And, don’t worry, we promise to treat them with the same respect and professionalism that you have come to expect from us.


4. What are the benefits of the Evans Financial Group Ambassadors Program?
Along with helping a friend or family member enjoy the financial success that we can help deliver, your membership in our Ambassador Program gets you on the list for our exclusive, end-of-year Ambassador Bash.
Additionally, we will make a $50 donation in your name to a select charity once your referral completes their complimentary consultation.
Celebrate a year of professional financial management with your fellow Evans Financial Group Ambassadors and help a worthy cause!


5. Once in the program, am I an Ambassador for life?
Your membership requires a yearly friend or family member referral with qualifying consultation.