We are always appreciative of the opportunity to help you with your finances, and we never want you to feel like there is anything more we would ask for from you. With that said, we are grateful when clients send us referrals and we want to show you our gratitude.
When you send us a referral, and that person attends an Orientation Meeting, we will send you a $200 gift card as a thank you. 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.
"*" indicates required fields
For each referral* you offer, you will receive a $200 gift card 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 gift card once your referral attends the Orientation Meeting!
*To qualify for the $200 gift card, 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
