Join Our Friends and Family Referral Program
Want to share the positive experience you’ve had creating your Retirement 360 GamePlan? Now you can!
We cherish the relationships we’ve made with you and those you care about. We’re all about family and friends here at Mercurio Wealth Advisors, and we want to show you how much we appreciate the wonderful introductions you send our way. Our MWA Ambassadors Club helps us do just that.
As an MWA Ambassador, you will receive MWA swag, plus opportunities to attend exciting events and activities within the community.
Frequently Asked Questions
What Counts as an Introduction?
Anyone who has contacted us and scheduled a visit or phone call, attended an event, and mentioned they heard about us from YOU!
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How Do I Make an Introduction?
It’s simple! To kick things off, you can do any of the following:
- Email us ([email protected])
- Call us (502-253-9366) with their information
- Direct the person you're introducing us to call or email us. Make sure they know to tell us you sent them!
- Share your referral’s contact information below
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Is There Anything Else I should Know?
YES! Each quarter, we will give away a gift basket to someone who made an introduction over the previous three months. The more introductions you make, the more entries you’ll receive!
Become an Ambassador
Fill out the form below to make a “virtual introduction.”