You’ve trusted Modern Wealth Management for your financial guidance, and now we want to provide the same quality financial services to the most important people in your life! We created the Modern Wealth Management Diamond Club to show you our appreciation and allow you to invite your family and friends to join us so that they, too, can enjoy retirement with a customized plan designed to fit their life and goals, with all the fun that comes with being a client of ours.
Please complete the form below to submit your referral.
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As a member of the Diamond Club, you’ll get access to exclusive perks like:
- First access to invitations for upcoming events
- Reserved spot in our annual Diamond Club celebration
- $100 donation made in your honor to a charity of your choice.
Ready to become a member? Here’s how you can do it:
Each year, you have the opportunity to become an annual member of our Diamond Club by providing one client referral in the calendar year.
That’s it! Just refer a friend aged 50 and up who could benefit from our financial and retirement services, and when they come in for their first appointment, you’re in! Your membership will continue for the rest of the year.
Whom should you refer?
The best referral is someone whom we have not met with before, but may fall into one or more of these categories:
- Nearing or already in retirement (age 50+)
- Experiencing a major financial change or life event
- Worried about running out of money in retirement
- Has questions about their financial future
