By Mike Gibbons, RICP®
As a financial advisor specializing in the pharmaceutical industry, I understand the unique financial challenges and opportunities that healthcare professionals face. That’s why referring a friend or family member to my firm is an excellent step toward making a difference in the life of someone who needs solid financial advice.
Why You Should Make a Referral to Your Financial Advisor
By sharing your positive experience with us, you can inspire others to get professional advice and expose them to smart money moves. When meeting with your friend or family member, we make it a priority to get to know them and their unique financial situation, so we can provide personalized financial advice that aligns with their goals.
Beyond economic changes, referring someone to us can help you strengthen your relationships and give back to the community. As you likely know, personal life changes often have a way of shifting financial priorities. Families expand, people relocate, or they pursue new career opportunities. To verify that their existing plan still makes the most sense for them, they might want to explore alternative financial strategies.
How We Work With Your Referral
Once we have a solid understanding of their finances, we work with your referral to evaluate making any necessary changes. If their insurance, investments, and other arrangements continue to be a good fit for their long-term goals, we tell them, honestly, that no adjustments are needed.
On the other hand, if their financial plan no longer meets their objectives, we’ll explain why in a way they can understand. If they’d like, we can also suggest some alternatives. Relevant to their age, the state of the economy, or a shift in goals and objectives, it might be necessary to make a few minor adjustments.
Our Dedication to Helping Others
We genuinely like helping others. Helping people with necessities that are truly fundamental to them and to their families is our goal. Things like money, insurance, and a financial plan are all essential. But most people find it difficult to make decisions in all of these crucial areas. We use our specialized knowledge and experience to guide others when they need help.
Refer a Friend or Family Member Today
Many of our clients come from recommendations from other clients. We’ve developed lasting connections with clients over the years, not just because they trust us to manage their money, but also because they feel confident enough in us to recommend us to their loved ones. The biggest compliment you can give us is to let someone else know about your exceptional experience working with a team member at Gibbons Financial Group.
If you’re a client and have enjoyed working with us, please share this article with your friends and family. Let them know that we’ll answer any questions they may have about the market, strategies, or basic financial tips and principles.
We can be reached by calling 224-419-5550 or emailing me at Mike@gibbonsfinancialgroup.com to schedule a complimentary consultation. And be sure to join our free webinar, Retiring Early From Pharma.
About Mike
Michael J. Gibbons is founder and president of Gibbons Financial Group, an independent advisory firm providing custom-tailored financial planning and investment management services to pharmaceutical and healthcare professionals and their families. Mike has over 25 years of experience and spends a significant portion of his day working with pre-retirees and retirees, focusing on asset management, Social Security and pension planning, as well as retirement income preparation.
Mike has degrees in both business and psychology from Lake Forest College and currently holds his Retirement Income Certified Professional (RICP®) designation from the American College. Mike was named a Five Star Wealth Manager for 2016 and 2018* Mike is heavily involved in his community, having served on the Village of Gurnee Police Pension Board as a Community Volunteer and the St. Patrick’s Parish Financial Board. When he’s not working or volunteering, Mike loves playing golf and spending his time with his wife and children. To learn more about Mike and how he can help you, connect with him on LinkedIn, visit his website, and register for his free webinar, Retiring Early From Pharma, created specifically for professionals retiring from the pharmaceutical, biotechnology, and healthcare industries.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016/2018 Five Star Wealth Managers.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.