BML Advocate Club

Family. Friends. Charity

Retirement Planning & Charitable Giving

Refer a Friend, Change a Life.

What is the BML Advocate Club?

  • The BML advocate Club is an exclusive club for our clients who support us through referrals. The majority of our clients come from word of mouth. As a token of our appreciation, we’ve founded the BML Advocate Club to give back and donate to charitable causes.

Club Benefits

  • We will make a $50 donation in your name to a charity for each qualified referral.
  • At the end of the year the donation total will be matched by BML Wealth Management to local charities close to our heart!

How to Qualify?

  • Qualification is simple! Just refer a friend or family member to our firm that we have not yet met. Once your referral meets with us, you will receive confirmation from our office that you are now a member of our exclusive club. It’s that easy!

How to become a lifetime member?

  • After you make 3 referrals that meet with us, you become a member for life!

Join The Club!

The Details

The best way is to give us their contact information so we can reach out to them. We will send them a valuable information package and invite them to an introductory call. To provide us their name, address, and email you can either: call us, email us at advocate@bmlwealth.net, or complete the form.

So, who should I refer?

The people we work with share some commonalities:

  • Retired or close to retirement
  • Undergoing a major financial change or life event
  • Looking for an overall plan
  • Concerned about the market
  • Seeking a second opinion (doesn’t matter if they have an existing advisor)

Join The Club!

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Advocate Club Event 2022 - BML Wealth Management