business built on relationships.
Typically, Evolution Financial Planning accepts new clients if they are introduced to us by an existing client (or an associated professional introduction).
There are two reasons that we decided to rely heavily on introductions:
Our clients are our strongest advocates as they have already experienced how we have helped them, what we stand for and what we are like to work with. We have worked hard to earn their trust and add as much value as possible. Our clients are therefore best placed to judge which of their friends, colleagues and family we can help and are aligned to our core values; and
Our entire focus can be on helping our existing clients, not spending time, money and energy looking for new clients. We ask our existing clients to keep an eye out for client introduction opportunities for us.
It is very much in line with our philosophy of looking after our clients and the rest taking care of itself.
We ask our existing clients to introduce us to any people they care about that may benefit from our guidance and assistance.
We realise not all introductions will result in new business for us as you might not know if they want or need our help. We do not measure the quality of an introduction by the probability of them doing business with us. We measure the quality of an introduction by our capacity to be able to help them. Sometimes we can help a prospective client (and add lots of value) by simply referring them to one of our trusted panel of advisers - that’s still a successful referral. The most important thing is we want to deal with like-minded people that share the same core values as our business.
Be assured that we will work very hard to earn your trust and respect so that you feel comfortable introducing people to us.