Referral Submission Form
WEG Friends & Family Referral Program
As a valued member of Wealth Enhancement Group, you have the opportunity to share our client-first approach with friends, family, and colleagues who may benefit from professional wealth management.
Share the WEG Experience – Earn a bonus!
How to submit a referral?
- Friends & Family Referral form is required for all submissions
- Preferred Advisor may be selected (optional)
- Indicate whether the referral has already connected with an Advisor
- Referrals with sales activity in the last 90 days or who have participated in a proposal meeting are not eligible
What happens next?
- Submissions reviewed and eligibility confirmation email is sent to employee
- If a preferred Advisor is indicated, our team will: 1) Create a contact record for referral (if non existing), 2) tag employee as the internal referee, and 3) Route the referral to the preferred Advisor.
- If no preferred Advisor is selected referrals will be routed to a member of our sales team for Advisor matching.
- Bonuses are paid 90 days after client signing if all eligibility requirements met.
Who is eligible?
- Referrals must have no sales activity in past 90 days
- Referrals must have not participated in a proposal meeting
- Referrals must be a personal contact not residing in the same household
- Referrals must have minimum $250,000 in investable assets
- Advisors, Associate Advisors, RVPs, SVPs+ and Interns are not eligible
- Additional eligibility and program requirements available here
Questions?
For questions about eligibility or the referral process please contact !Friends and Family Referral