Ambassador Program

Program Outline

After you introduce two people or households to our firm who decide to work with us you will automatically become an Ambassador in our special Ambassador Club.

As an Ambassador, you’ll enjoy access to our exclusive Ambassador Rewards Experience, as well as special treatment and recognition throughout the year. It’s our way of saying thank you for introducing us to the people you know!

Where Do You Start?

It’s easy! Tell your friends, family, neighbors or coworkers that Shepherd Financial is who you trust with your retirement income strategy. Then invite them to call us and set a meeting with Paul, or even easier; attend one of our upcoming seminars in their area.

Who Should You Refer?

We want to work with people just like you! Do you know anyone who might be:

• Retired or close to retirement?

• Concerned about having a steady paycheck during retirement?

• Concerned about outliving their retirement funds?

• Looking for a financial professional or a review of their current retirement strategy?

If so, send them our way! We’d love to make time to find out how we can help those who are most important to you!

Then What Happens?
Once your first friend, family member, neighbor or coworker meets with Paul and becomes a member at Shepherd Financial you will get a special notice in the mail letting you know that you are on your way to becoming an Ambassador.

After the second person you refer becomes a member, you will get a second notice with a formal letter welcoming you to this year’s Ambassador’s Club. For any other seminars or events that you attend after that, you will receive a special gift and recognition as one of our special Ambassadors, which will be above and beyond your special treatment as a regular member at Shepherd Financial.

For every person that becomes a member after that, you will receive another letter thanking you for your continued efforts as an Ambassador. The Ambassador who refers the most number of members to our firm each year will get special recognition at the annual Ambassador Rewards Experience


Get Started

Contact our office with anyone that you think could benefit from what we do, and we'd be happy to walk you through some of the best ways that we can connect with them.