Grow Together

Young couple carrying a seedlings to be planted into the soil in the garden as save world concept, nature, environment and ecology.

Written by: Ken McMullen, CMO

Read Time: 3 MIN

At EWM, we believe that the strongest testament to our success lies in the trust and satisfaction of our clients. By sharing your positive experiences and insights, you can play an integral role in our collective growth.

The Power of Referrals:

Referrals are more than just recommendations; they are a powerful tool for establishing trust and building lasting relationships. Consider the following statistics:

Trustworthy Recommendations: According to a Nielsen survey, 92% of consumers trust recommendations from friends and family over any other form of advertising. This showcases the importance of personal connections in decision-making processes.

Increased Customer Lifetime Value: A study by the Wharton School of Business found that referred customers have a 16% higher lifetime value compared to non-referred customers. Referrals have the potential to bring in long-term, loyal clients who align with our values and appreciate our services.

Higher Conversion Rates: Research by the University of Pennsylvania revealed that referred customers have a 25% higher conversion rate compared to leads generated through other channels. Referrals come with a higher level of trust and credibility, making them more likely to engage and convert into clients.

Comfortably Recommending Our Firm:

We understand that recommending a financial firm to your loved ones requires a certain level of confidence and ease. Here are some effective ways to comfortably recommend our firm:

Share Your Success Story: Talk about your positive experiences and the specific ways our firm has helped you achieve your financial goals. By highlighting tangible benefits, you can instill confidence and demonstrate the value we bring to the table.

Focus on Personalized Approach: Emphasize our firm’s commitment to providing tailored solutions and personalized attention to every client. Explain how our dedicated advisors take the time to understand individual needs and design strategies that align with clients’ unique circumstances.

Invite Them to Events or Webinars: Suggest attending our educational events, seminars, or webinars, where they can gain insights into financial planning, investment strategies, and market trends. This not only showcases our expertise but also provides an opportunity for them to experience our firm’s atmosphere firsthand.

Utilize Digital Channels: Leverage the convenience of digital platforms. Recommend our firm’s website, newsletter, blogs, or social media channels to your friends and family, encouraging them to explore the informative content we provide. They can familiarize themselves with our expertise and gain confidence in our services.

Offer an Introduction: If comfortable, offer to introduce your friends or family members to your dedicated financial advisor. This direct connection can alleviate any initial hesitation and establish a more personalized relationship from the start.

Referrals are a powerful and organic way to expand our firm’s reach while reinforcing trust and credibility. Your positive experiences and insights are invaluable assets that can help us grow and assist more individuals in achieving their financial goals. By comfortably recommending our firm to your friends and family, you contribute to our shared success and foster a community of satisfied clients. Together, we can build a brighter financial future for all.


EWM does not offer tax or legal advice.Executive Wealth Management (EWM) is a Registered Investment Advisor with the Securities and Exchange Commission. Reference to registration does not imply any specific level of qualification or skill. Investment Advisor Representatives of EWM offer Investment Advice and Financial Planning Services to customers located within the United States. EWM does not offer tax or legal advice. Executive Wealth Management, EWM Tax Solutions, and EWM Legal Services are affiliated but separate companies.


Executive Wealth Management's mission is to help build, defend and advance the investments of our clients, families, and community while providing a legacy of economic well-being.

Executive Wealth Management