Welcome to the Ambassador Program
The Cornerstone Wealth Management Ambassador Program is our way of thanking you for introducing us to your friends. We appreciate you for being an advocate of Cornerstone. Once a year we will reward our Ambassadors with a fun and unique event held especially for you! The greatest compliment you can give us is the referral of your friends and family.
Create your Cornerstone Wealth Management Referral
by typing your name and email address. You will receive an email in your inbox with a sample email that you can send to your friend or family member. It will contain a link for them to be able to request a meeting. We will then contact them for their complimentary financial analysis! It is that simple!
When do I become an ambassador?
When the person or couple you refer to us attend their complimentary initial appointment, you become an Ambassador for Cornerstone Wealth Management.
Who do I refer?
New clients come to us in many seasons of life. They may be preparing for retirement or are already retired. Others might have recently experienced a life event like a change in employment, marital status, or the loss of a life partner.
How can I share?
- Generate your individual referral link above and make a virtual introduction via email or text message.
- Invite friends or family members to come with you to one of our financial workshops or social events throughout the year.
- Share one of our referral cards. Contact our office and we will send you some.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a financial workshop.