If you are a current R.O.I. client , R.O.I. has established a Referral Program to
show its gratitude, and to motivate clients for preparing and referring Prospective Clients. A Prospect
Client to become a Full-Service Client, one must have at least $50,000 of investment
assets (a combination of mutual funds, IRAs, rollovers from employer retirement plans, stocks, and/or bonds). Preparing
a prospective client means visiting with the prospect about R.O.I. and this website, and then calling or e-mailing
R.O.I., submitting the referral using the Request More Information page, (or having the prospect call or e-mail R.O.I.) when you feel the prospect is ready to visit with us.
To show our gratitude and motivate clients, R.O.I. will credit
the referring client`s next R.O.I. billing with a 10% credit of the first year fees we anticipate receiving from the prospect who
became a client. For example, if R.O.I. will receive first year first year fees of $2,000, the referring client next billing
would receive a $200 credit. If 10 such prospects became clients, the referring client's next billing would receive a
$2,000 credit.
Who might be a prospect?
Following is a list of people's situations who usually are very much in need of R.O.I.`s services:
- Recently Retired
- Soon to Retire
- Recently Left Employer
- Large
IRA
- Large Investment Portfolio and/or Estate
- Recent Inheritance
- Recently Divorced
- Novell Employee
- A
Recent Widow/Widower
- Successfully Self-Employed
- Leaving for Church Mission
351 East 140 North, Lindon, UT 84042-2004
Phone:
801.785.3254 Fax: 801.785.3244 Email: ronaldolsoninc@gmail.com |
