Select Club
The Wright Financial Group Select Club Referral Program
We created the Select Club Client Referral Program as a formal process to connect like-minded folks who are interested in lifelong learning on financial literacy. One of the core tenets of our firm is to provide education and financial literacy to clients and the general public. It is our mission and our passion!
HOW TO JOIN
If you know someone who might benefit from our expertise, simply invite them to call our office at (419) 885-0957 to request a complimentary, no-obligation consultation with one of our advisors, invite them to an upcoming event, share one of our informational financial reports, or simply have them subscribe to our newsletter.
When someone you know comes in for a meeting or contacts us, we’ll let you know that you’ve become the newest member of the exclusive Select Club.
It’s that easy!
Select Club members enjoy a number of benefits including:
- Invitation to exclusive Select Club events
- Priority invitation to all client events
- Tiered referral incentives
- And much more!
Know a friend or family member that could use some financial confidence?
Fill out the form with your name and your referral’s information.
Contact Riley at rcarson@wrightfinancialgroup.com or give us a call at (419) 885-0957 for more details.