Hi ,
I hope this email finds you well. I am reaching out to you today to tell you of an exciting referral opportunity with Longhouse Wealth Management, an Encinitas-based, five-star rated, boutique investment management firm.
The opportunity:
As a real estate agent, it's always nice to have additional sources of income when you're waiting for your next deal to close.
What we're offering is simple. It's an easy way to add more money to your bottom line, using your already existing network of family, friends, and clients.
When your referral becomes our client, you'll get paid for the referral. Simple as that!
The juicy details:
We pay $1,000 for every $1 million of client assets referred.
Our investment minimum is $250,000 per client.
There is no upside cap on this program.
Next steps:
Option 1: Come meet us first
We totally understand if you're not ready to introduce us to any of your network. We've never met before! We get it.
So that's why we're inviting you to a mixer at our office where you can meet us and see if we're a good fit for your referrals!
We'll have light refreshments and answer any questions you may have, in person.
The mixer will be this Thursday (5/18) at 5 pm for an hour or two.
Click here to learn more and/or RSVP for the mixer.
Option 2: "Let's go, I'm ready!"
If you are interested in learning more about this referral opportunity or have any questions, please do not hesitate to reach out to me to get started.
I am more than happy to provide you with additional information and answer any questions you may have. Call me at 760-642-1100.
Thank you for your time, and I look forward to seeing you at our mixer.
Dean Ferraro
General Manager
760-642-1100
Longhouse Wealth Management is a five-star rated registered investment advisory firm that prioritizes "People over Profit." They specialize in helping clients achieve their financial goals through personalized investment management services.
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