I truly believe a referral is the greatest compliment and the greatest gift a client or Centers of Influence (COI) can give BW.

What do I mean by COI? COIs are people who give us access to potential clients and boost our credibility through referrals and word-of-mouth. A COI is a professional who is generally very well established, good at networking, and can introduce us to our ideal clients. They typically aren’t a BW wealth client themselves but through their referrals can lead to us bringing on new BW clients, for which we are very grateful.

COIs understand what differentiates BW from other advisory firms and they’re glad to be able to direct their associates, friends, and families to us. We work hard to reciprocate by sending referrals their way.

If you know of anyone in real estate, banking, insurance, mortgage lending, etc., who might make a great COI for BW, we’d be proud to reach out to them about networking with our firm. The same goes for any of your family, friends, or associates who are looking for a financial advisor. Please send them our way and you can feel confident we’ll take care great care of them.