If you have another family member, friend, or coworker who you’d think would benefit from a complimentary consultation, simply complete the Client Referral Form below.
"*" indicates required fields
For each referral* you offer, you will receive a $200 reward to thank you for helping our business grow. The more you refer, the more rewards you receive – with the opportunity to earn up to $1,000 (maximum) within a rolling 12-month period.
Complete a referral form for each individual separately, making sure to include your first and last name so we can identify you as the referrer and send you your gift.
After submitting the form, you will be redirected to a “Thank You” page confirming your entry and giving you the option to offer additional referrals.
Receive your reward once your referral attends the Orientation Meeting!
*To qualify for the $200 reward, the referred individual must attend an Orientation Meeting with Bernicke Wealth Management.
As always, all information will be handled with utmost confidentiality, and we are not going to hound anyone with phone calls or send them countless email blasts. Thank you for putting your trust in our team by sharing a referral. Your referrals are a testament to your trust, and we commit to providing the same exceptional service to the family, friends, and colleagues you send our way.
"*" indicates required fields
"*" indicates required fields
