Introducing Someone to LifePlan

We believe having a trusted advisor help navigate you to and through retirement is a valuable relationship to have. We are honored to serve that role for you and to be available for you to share our work with others.

Who Should You Introduce?

You likely have a friend, a colleague, or family member, who, through conversation, may have mentioned issues that we have helped you deal with or expressed the need for a financial advisory firm like LifePlan Group. Perhaps you know someone who you would like to introduce to LifePlan Group simply because you want them to be well taken care of. If you have questions about who to introduce, you can view our ideal client profile here. Simply put, we serve those that are in the same stage of life you are - it's enjoyable to work with others just like you!

How Do I Introduce Someone?

We have found that different people prefer different ways to be introduced to our firm. Below are some ways you can faciliate an introduction! Once you are ready, submit the form at the bottom of this page! 

  • March & August Referral Events: Each March and August we host referral events.  In March we our annual Carolina Hurricanes referral event and each August we host a suite at a Durham Bulls game for clients and their guests.  This is a comfortable, social way to facilitate an introduction!
  • Monthly Lunch & Learn: Held every second Wednesday of the month, this is a great way for your introduction to 'mingle' with other clients, hear our perspective on financial topics, and begin to get a feel for our firm. Held virtually on Zoom due to COVID-19.
  • Introductory Phone Call With Alex or Ken: Your introduction might prefer to speak directly with Ken or Alex without attending an event. Often times this is beneficial if they prefer for their first contact to be with an advisor or if they have a pressing concern.
  • Dinner Seminar: Our dinner seminars offer the most in depth view of our firm and the type of planning we do. Click here to see our dinner seminar schedule and RSVP!
  • Other: We know each relationship is unique and we welcome finding the most comfortable way for us to meet your introduction!

Our Process

When we receive an introduction who is interested in our firm, we schedule a complimentary 15-minute phone call with Alex or Ken to get accquainted and to determine if we can be of help. If we are a good fit and we think we can help, we offer a complimentary Vision Meeting where they can learn more about our firm and planning process and we can learn more about them - similar to the first meeting you had with us!

A Way for Us to Thank You

In January at our 2nd Annual LifePlan Group Summit, we announced our charitable partnership for 2022 with InterAct.  InterAct is the only provider of domestic violence and sexual assault services in Wake County that helps victims over the entire course of the healing cycle from assault escape and recovery, to providing emergency shelter, to funding and arranging court advocacy services as they work to rebuild their lives and much, much more.  

At the Summit, Alex announced a $20,000 charitable gift to InterAct to kick off our partnership!  Over the course of 2022 we will make additional donations via our Ambassador’s program and here is how we do that:  For every introduction you make to LifePlan that goes through our process, regardless of whether or not they become a client, we'll donate another week of court advocacy costs to InterAct.  We hope that through generous introductions from you, we will be able to support InterAct’s court advocacy program substantially.

Outside of supporting InterAct’s amazing work, when you introduce us to someone you will become an Ambassador and will be invited to enjoy our annual Ambassador’s event in December of 2022.  Our Ambassador’s event is our most premier event and it’s purpose is to say “thank you” for sharing our firm with others. 

Submit the form below to initiate an introduction!

Allison will reach out to you once this form has been submitted!