Medalist

Ambassador Program

You’ve trusted Medalist Wealth Management for your financial guidance, and now we want to provide the same quality financial services to the most important people in your life! We created the Medalist Ambassador Program to show you our appreciation and allow you to invite your family and friends to join us so that they, too, can enjoy retirement with a customized plan designed to fit their life and goals, with all the fun that comes with being a client of ours.

thre generations of a family on a hike

As a member of the Medalist Ambassador Program, you’ll get access to exclusive perks like:

  • Early invite to all client events
  • A $250 donation made in your honor to your charity of choice
  • Recognition at client events

Ready to become a member? Here’s how you can do it:

Each year, you have the opportunity to become an annual member of our Medalist Ambassador Program by providing one client referral in the calendar year.
 
That’s it! Just refer a friend 50 and up who could benefit from our financial and retirement services, and when they come in for their first appointment, you’re in! Your membership will continue for the rest of the year.

Whom should you refer?

The best referral is someone who we have not met with before, but may fall into one or more of these categories:

• Nearing or already in retirement (age 50+)
• Experiencing a major financial change or life event
• Worried about running out of money in retirement
• Has questions about their financial future