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. For
a Prospective 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 to motivate clients, R.O.I. will
credit the referring client`s next R.O.I. billing with a $10 credit for each referral or a $100 credit if a referred person
becomes a client.*
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 or Soon to Leave Employer
- Large IRA
- Large Investment Portfolio and/or
Estate
- Recent Inheritance
- Recently
Divorced
- Novell Employee
- A
Recent Widow/Widower
- Successfully Self-Employed
- Leaving for a Church Mission
* A referred client should recognize the potential conflict of interest
if an existing client refers them to R.O.I. in that the existing client receives a billing credit for doing so.
351 East 140 North, Lindon, UT 84042-2004
Phone: 801.785.3254 Fax:
801.785.3244 Email: ronaldolsoninc@gmail.com |
