What is a Client Advocate?
A Client Advocate is a client who refers us to a friend, colleague or family member who might qualify for our Investment Concepts Elite Advantage. Whether or not this referral winds up doing business with us, that client will still become a Client Advocate.
Our typical Investment Concepts Elite Advantage client is someone who:
- Is retired or is close to retirement
- Has the potential to invest with our firm
- Is financially conservative
To thank those clients who become Client Advocates and who have encouraged others to let Investment Concepts, Inc. help in their financial goals, we will give you complimentary tickets to our upcoming one-of-a-kind Client Events.
*SagePoint Financial, Inc. does not offer tax or legal advice.
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