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.