Introduction process - advocacy

Why should you introduce someone?

• Our unique approach to financial planning.
• We offer outstanding service.
• All discussions are strictly confidential.
• There is no obligation or cost associated with an introductory meeting.
• We will treat your friend or family member with the same respect we offer you.

How do you introduce someone?

Step 1

• When the topics of money, financial strategies or investments come up, tell your friend or family member what you like about us as a financial consultant.
• Explain how you have benefited from our services.

Step 2

• Ask the person if they would like to meet with us.
• Call our office, with their permission, and give us their name, address and telephone number.

Step 3

• Tell your friend that there is absolutely no obligation, and also tell them that:
  o We will send them a client kit like the one you received.
  o We will also call them to set up an introductory meeting.
  o At this meeting, we will both have the opportunity to see if we want to work together.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.