Advocate Club
REFER A FRIEND, CHANGE A LIFE.
What is the BML Advocate Club?
The BML Advocate Club is a 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 Today
THE DETAILS
The best way is to give us their contact information so we can reach out to them. We will send them an 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)
