Client Advocate Program

– The difference that sets us apart from all the other firms –

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.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.

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