By Scott Hamilton
How likely are you to try a new restaurant just by seeing their sign? If your best friend tells you about the excellent food and service they experienced, you’re much more likely to give it a try, right? Simply put, referrals are proven to be successful because trust is already in place. Referrals help our business flourish, and we are grateful for them.
And I bet you didn’t know that your generous referrals are especially important because up until very recently, the financial services industry strictly prohibited sharing, posting, or advertising testimonials from clients, regardless of the experience. Client referrals are not only valuable but essential to building our company!
Thankfully, we’ve been fortunate to work with a wide range of clients who show their confidence in us by referring their friends and family to our firm. We believe these referrals happen for a few different reasons.
Table of Contents
1. Our Dedication to Helping Others
Our team has a genuine desire to help others and assist with things that are truly fundamental to them and their families. Finances are indispensable. Insurance is necessary. Planning is vital. But most people seem to struggle with making decisions in all these important areas. We desire to use our strengths to guide individuals in these extremely significant areas that come effortlessly to us.
2. Our Independence
In order to ensure we won’t be limited in the ways we can serve our clients, we chose to become independent financial advisors. This means that we are not tied to any particular company, product, quota, or ideology. Therefore, we can do what is truly in your best interest. We put you first, and seeing you succeed is our top priority.
3. Our Wholehearted Commitment to Our Clients
One of our favorite aspects of our line of work is the freedom to choose with whom we work. When it comes to new clients, we strive only to take on those with whom we believe we can make a significant difference. Because we genuinely care about our clients, we work hard and take our responsibility to them very seriously. They trust that we will work diligently to make sure things are taken care of and done according to their plan.
Hamilton Financial Planning is a full-service financial firm committed to providing our clients with the tools and insight they need to achieve their financial goals. We strive to use our client-first process to work with clients to help them identify goals, create a customized plan, and walk alongside them as those goals are accomplished.
4. Our Guarantee of Transparency
We are committed to providing real value in what we do, with reasonable fees that are clear and understandable. We aim to make a complicated process simple and educate clients to make well-informed financial decisions. We founded Hamilton Financial Planning to form a close-knit practice of loyal clients, providing comprehensive financial services with a personalized, one-on-one approach.
5. We Are Never Too Busy to Help
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each client as well as their loved ones. When you have questions about your financial future, we are here to help. If you have a friend or family member who has questions or needs unbiased advice, we are always available.
If you’re a client and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Go ahead and pass along this article to your friends and family and let them know we are happy to speak with them if they have any questions. And if they’re ready to see if we’re a good fit for their needs, they can schedule a complimentary get-acquainted meeting online or reach out to us at 512-261-0808 or email@example.com.
Scott Hamilton is founder and chief financial officer at Hamilton Financial Planning, a wealth management firm that specializes in providing comprehensive financial planning for retirees. With over 20 years of experience in the financial industry, and having completed over 250 financial plans for retirees across all industries, but mostly the oil and gas industry, Scott is passionate about providing his clients with the tools and insight they need to achieve their financial goals. He has a Bachelor of Business Administration in finance from Texas State University and an MBA in international finance from Pepperdine University. Scott has also been happily married to his wife, Gayle, for over 25 years. To learn more about Scott, connect with him on LinkedIn.