At Independence Wealth Advisors, your trust and loyalty toward our financial strategies are invaluable, and we take great pride in helping you gain greater confidence in your financial plan. To show our appreciation for your continued support and confidence in us, and to offer you the chance to extend the same excellent service to your family, friends, and coworkers, we created the Ambassador Program.
As an Ambassador with Independence Wealth Advisors, you’ll not only share the same confidence you’ve found in your financial plan – you’ll gain access to added perks and privileges like recognition at client events to celebrate you and all that you do for us. Your referrals are the foundation of our success, and they are the greatest compliment you could give us. Refer your loved ones, empower their financial future, and become part of the Independence Wealth Advisors Ambassador Program today!
FAQs
How do I become a member of the Ambassador Program?
Simply introduce us to someone who can benefit from our services. Once that person comes in for an introductory meeting, you’ll be sent an invitation to become an ambassador.
Whom should I refer?
A qualified referral is someone that we have not yet met with and may be going through one of the following situations:
- Is retired or close to retirement
- Is undergoing a major financial change or life event
- Is concerned about running out of money before they die
- Is unsure if their money is working for them
- Has questions or concerns about their financial future
The best compliment you can give us is a referral.
Refer a Friend Form
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