Message From the President: Winter 2023

It’s no great secret that as financial planners we value referrals. Referrals help us grow our business. They allow us to build a sustainable future – a future in which we can continue to be here for you and your family for generations to come. Referrals allow us to work toward our mission of “making lives better,” by giving us the opportunity to help more people match their assets to their financial goals. Referrals also connect us to kind, enjoyable, high-integrity clients, because your friends and family tend to be a lot like you – good people. But we genuinely believe that referrals can offer benefits to you, and your friends and family, too.  

The human nature of referrals. Most of us have been in a situation where a friend, family member, or colleague has asked us for a recommendation. It's an inherent part of our social nature as human beings. We genuinely want to assist the people we care about, and referrals often provide the perfect opportunity to do just that.

When we offer a referral, we are extending a helpful hand to someone in need. It's an act of kindness that can make a significant difference in someone else's life. Whether it's suggesting a good restaurant, a reliable mechanic, or a skilled financial advisor, your referral can potentially guide someone toward a positive experience. 

However, the benefits of referrals don't stop at helping others. There's a profound sense of personal satisfaction that comes from knowing you've made someone's life a little better. That joy of knowing you've played a part in solving a problem or fulfilling a need is immeasurable.

Where to start. We understand that in many cases, you may want to refer your friends and family to your advisor, but you aren’t sure how. If this is your situation, here are some ideas to consider:

• Remember a challenge that you were facing when you first engaged to your financial planner. Is there anyone you care about facing that same challenge now?
• Think of a goal that you are on track for (or have reached!) with the support of your financial planner. Is there anyone you care about that could use some support with the same goal?  
• Imagine your financial situation when you first started working with your financial planner. Now imagine your financial situation today. Which of your loved ones would you like to see make similar progress? 

Do any of these situations resonate with you? If so, our team would welcome an email introduction. You can also share this link to allow your family and friends to introduce themselves.  

Let’s begin the conversation. If you are still uncertain where to start, I encourage you to engage your advisor about making referrals. We can help you transform the conversation, making it not only about the tangible benefits of financial planning, but also about the trust and relationships built. It’s an opportunity to continue making a difference in the lives of those you care about. Thank you for being a part of Affiance Financial. Your trust and confidence inspire us, and we look forward to serving as your advisor for years to come.

Respectfully, 
Eric Unger, Partner, President, Chief Compliance Officer