MUTUAL REWARDS - THE BENEFITS OF REFERRING NEW CLIENTS
A Client Referral Program: Mutual Rewards
We Invite You to Participate in our Mutual Rewards Program, Specifically Designed for Clients Only. Through this Program, if a New Prospective Client is Referred to us and that Individual Ultimately Becomes a Client of Legend Financial Advisors, Inc.® (Legend), Legend will Donate $500.00 to the Charity of the Referring Client’s Choice. The Only Qualification is that the Charity or Organization Must Have a 501(c)(3) status (most charities and religious organizations qualify).
Who Do I Refer?
- Individuals Who Have Had Poor Investment Returns
- Individuals Who Pay High Fees And/Or Commissions
- Individuals With Complex Financial Situations
- Individuals In The Process Of Changing Their Employer Or Retiring
- Pre-Retirees And Retirees Concerned About Outliving Their Monies
- Individuals Who Have Come Into Sudden Wealth
- Retirement Plans That Require Investment Management By A Fiduciary
- Investors Who Utilize A Broker Or Fee-Based (Earns Commissions From Product Sales) Advisor
- “Do-It-Yourself” Investors Who Need Professional Investment Management
- Individuals Who Are Selling Or Have Sold Their Business