Our business has thrived over the years because our clients are the heart and soul of our practice.
Many of our clients want to share their Oak Harvest experience with their friends, family, co-workers and neighbors. That’s why we’ve created the Oak Harvest Club, making it easier and more rewarding for existing clients to refer their loved ones to us. Chances are, if you fit into our client family, the people you know and like would be a good fit for us, too. The greatest compliment you can give us is the referral of a family member or friend. Please refer to the information below to learn more about how you can participate and earn rewards!
What is the best way to refer a family member or friend?
Sometimes talking about finances can be awkward. To avoid that, we have found a few easy ways to introduce people to our firm:
- Invite your referral to one of our Client Bring-a-Friend events. These events will be held quarterly. Let them meet our amazing Oak Harvest family to decide if we would be a good fit for them.
- Provide us with their contact info and we’ll send your referral a complimentary Introduction Kit.
- Share our educational retirement videos from our Oak Harvest YouTube Channel.
Who should you refer?
Here are a few examples of a qualified referral.
There are people who we know we can help…
- Friends or family who are retired or preparing for retirement
- Friends and family that are unhappy with their current advisor
- Friends and family who have lost money in the stock market
- Individuals with a recent major life change
- Or simply, friends and family needing a second opinion on their investments
We don’t want just anyone, we want people just like YOU!
Referral Form
What is the reward for referring a family member or friend who meets one-on-one with our firm?
- You will receive a unique Thank You box of goodies! We won’t give away the surprise, but we know you’ll love it.
- $100 "Pay It Forward" donation to your choice of charity on your behalf.
- Exclusive invites to events we host throughout the year where members of the Oak Harvest Club will be eligible to win the GRAND PRIZE.
Can't wait to see you at our next client event! Here are some clips from our past events
How do you become a member of the Oak Harvest Club?
Refer a family member, co-worker, or friend who meets one-on-one with our firm. Simply complete the form below, or call our office, and we’ll take care of the rest.
