Growing our Business, Thanking You, and Supporting our CommunityStuart Kirk, CIM®, Wealth Advisor
Over the years, as many as 95% of our clients have come to work with us through a referral from an existing client. We are fortunate to have a business which grows essentially on word of mouth. We would like to extend our gratitude to every client that has referred a family member or friend to us over the years.
We have additional capacity in our firm and would like our growth to continue. The big questions we grappled with is, how do we thank you for referring a friend or family member, and at the same time support our community?
We think we have found a solution. Starting January 1st, 2020, if you refer someone to us, we will email you a link where you will get to choose one of the charities on our list or, alternatively, get to select your own under ‘other.’ The charity you choose will get one vote credited towards that charity. At the end the year the charity with the most votes will receive a significant donation from Precision Wealth Management. Yes, we know, very democratic. The winning charity will be announced at our annual Client Appreciation Event in December.
Each year the voting period under this program will run from December 1st to November 30th. The exception to this is in the first year of the program, where the voting period will run from January 1st, 2020 to November 30th, 2020.
We look forward to future growth. A big thank you for your referrals and for supporting our community.
We wish you all the best for 2020 and beyond.