A referral is the highest compliment

By September 22, 2017Financial Planning

97% of respondents in our recent survey told us they would happily refer FB Wealth Management to their friends, family and colleagues, but were unsure how.

Our new website makes it easier to refer people, including a simple, one-click “Recommend FB” button that creates an email you can send to the person you’re referring.  The New Clients page details our 6-step approach for new clients, which provides you with peace of mind that the people you refer to us will receive the same high standards of service to which you have become accustomed.

We appreciate every referral and consider it to be the very highest compliment our clients can give to us.