By Mike Gibbons, RICP®
Market volatility is stressful for everyone. The financial tumult of recent years has more people revisiting their investment accounts and retirement plans to see if they’re still on track. Because retirement planning can be difficult to navigate alone, any of these people could benefit from consulting an experienced financial services professional.
If you know someone who might benefit from a consultation, send them our way. You can help them gain a stronger financial footing—and help Gibbons Financial Group grow at the same time.
Why Financial Services Referrals Matter
When you refer a friend or colleague to us, you’re doing more than merely making a suggestion. You’re telling them that you trust our firm with your finances, and that’s not something most people take lightly.
The financial services industry is heavily relationship-based, and each time you make a referral, you’re helping us (and the person you referred) build a stronger network. Reading online reviews and visiting our website can give potential clients a general sense of what we do, but there’s no substitute for a genuine word-of-mouth referral.
How We Can Help
Our firm offers financial services to clients in many sectors, but a significant portion of our clientele is employed within the pharmaceutical industry. Pharmaceutical professionals, and executives in particular, often have highly complex compensation packages.
Not all financial services companies have the knowledge or experience necessary to offer appropriate guidance, especially when it comes to retirement planning. We understand how stock options, deferred compensation plans, bonuses, and other kinds of compensation can impact your retirement.
Gibbons Financial Group is an independent advisory firm with a fiduciary duty to our clients. This means that we make recommendations based on your best interests alone.
Chances are that most people in your professional circle are already working with a financial services firm. However, just like in the healthcare realm, a second financial opinion is often a good idea.
When we consult with a new client, we often take a close look at their current financial plan and their future goals. We then determine whether the current plan is still in alignment with their future vision. If it isn’t, we’ll get to work building a new financial road map.
We aim to make every new client a long-term client. However, even if a referral only leads to a meeting or two, we’re grateful for the opportunity to help someone understand their finances more fully.
There’s More Than One Way to Make a Referral
Even if you don’t make a direct referral, your actions could still send potential new clients our way. These are a few meaningful ways you can help us grow:
Pass on our contact information and a recommendation.
Invite a friend or colleague to a workshop or webinar.
Forward articles or email newsletters.
Share your experience with us on social media.
Share a video, article, or other educational resource.
We’re grateful to clients who take the time to take steps like these. Even something as simple as taking a few minutes to write a review could lead to someone receiving life-changing financial advice.
Know Someone Who Could Benefit From Financial Services?
Over the years, Gibbons Financial Group has primarily grown through word of mouth. We take pride in the financial services we deliver to clients, and we’re honored when longtime clients suggest us to their friends.
If you know someone who could benefit from financial guidance or even just from a second opinion, don’t hesitate to send them our way. If you’re interested in financial services for yourself, contact us today.
Call 224-419-5550 or email me at Mike@gibbonsfinancialgroup.com to schedule a complimentary consultation. And be sure to join our free webinar, Retiring Early From Pharma.
About Mike
Michael J. Gibbons is founder and president of Gibbons Financial Group, an independent advisory firm providing custom-tailored financial planning and investment management services to pharmaceutical and healthcare professionals and their families. Mike has over 25 years of experience and spends a significant portion of his day working with pre-retirees and retirees, focusing on asset management, Social Security and pension planning, as well as retirement income preparation.
Mike has degrees in both business and psychology from Lake Forest College and currently holds his Retirement Income Certified Professional (RICP®) designation from the American College. Mike was named a Five Star Wealth Manager for 2016 and 2018* Mike is heavily involved in his community, having served on the Village of Gurnee Police Pension Board as a Community Volunteer and the St. Patrick’s Parish Financial Board. When he’s not working or volunteering, Mike loves playing golf and spending his time with his wife and children. To learn more about Mike and how he can help you, connect with him on LinkedIn, visit his website, and register for his free webinar, Retiring Early From Pharma, created specifically for professionals retiring from the pharmaceutical, biotechnology, and healthcare industries.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016/2018 Five Star Wealth Managers.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.