We would like to introduce our new 2nd Opinion service. This is a unique service whereby you introduce to us someone you care about and they receive a complimentary 2-step consulting engagement with us.
On the first visit to Donald Wealth Management, we look at where your referral is now and where they want to be. We create a complete client profile so that they can see their financial picture all on one page.
On the second visit to us, we discuss with your referral any gaps we have identified that need to be filled, in order for them to reach their goals.
There are usually 3 outcomes of the 2nd Opinion service:
- Your referral is on the right track and no actions are recommended.
- Your referral could benefit from some advice with another adviser (and we will happily make the introductions)
- We have identified ways we can help your referral and we invite them to become part of our Donald Wealth Management family.
If you would like to introduce someone you care about to us, please get in touch.