Insights

Posted on December 6, 2018

Thank you!

Blog

By: Josh Nelson

We’ve had so many referrals from our clients this year, so I wanted to take a moment to tell you how grateful we are for all of you and the people you’ve introduced to us!

Not only do we love helping new people, but we love the fact that our clients feel confident in what we are doing and our ability to help their family, friends, and co-workers.  I know, from talking to many of you, that you’ve had conversations with others about what we are doing for you and your family and how we might be able to help them as well.  This is a crucial part of our business, because it allows us to stay focused on you and your financial life instead of spending our resources on expensive advertising or “knocking on doors”.

I want to share an easy way for you to introduce someone that is interested in meeting with us.  The following link will send them to our complimentary risk survey, which is the first building block to their Wealth Plan and a conversation with Keystone Financial Services:

https://client.keystonefinancial.org/survey/

To welcome our new clients and thank the clients that introduced them to us; on an annual basis we host an evening of food, conversation, and friendship. We are planning the next event for February 2019. Please continue to spread the word about your experience with Keystone Financial Services and we will give the best of care to anyone you send our way.

Thank you so much for your business and your friendship – all my best to you and your family!

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