What is the Mueller Retirement Planning Premier Club?
The Mueller Retirement Planning Premier Club is a program designed to show our gratitude to clients who refer us to their family, friends, co-workers and neighbors. Members are recognized and rewarded for their advocacy through exclusive experiences and family-friendly activities. It’s our way of saying thank you for helping us connect with others who can benefit from our services. After all, the greatest compliment you can offer us is a referral!
When Do I Become an Ambassador?
Once your referral attends their complimentary initial appointment, you’ll officially become an Ambassador! Make sure they mention you referred them during their visit. Each year you refer someone who completes an introductory meeting, you’ll remain a part of the Mueller Retirement Planning Premier Club.
Who Should I Refer?
We would love to work with your family, friends, co-workers or neighbors who are seeking help to define and build their wealth. They may be preparing for retirement or are already retired. Others might have recently experienced a life event like a change in employment, marital status or the loss of a life partner or family member.
How Can I Refer People to Mueller Retirement Planning?
There are three easy ways to introduce others to our services:
- Invite Them to an Event
- Have them register to attend one of our financial seminars or invite them to come with you to one of our client appreciation events.
- Share Our Website
- Make a virtual introduction by sharing our website. They can request an appointment themselves right from here.
- Submit Their Information
- You can provide their information using the form located at the bottom of this page.
How Am I Recognized?
Each fall, we host a very special event to thank our clients who have had at least one referral attend an initial meeting with Mueller Retirement Planning. We will send you a thank-you card each time someone you referred to us has attended their initial meeting. Just make sure they mention your name!
Refer Someone Close to You!
Thank you for sharing the gift of financial planning with someone you care about! Please fill out the form below to introduce us.*
* We will not reach out to the referral until they reach out to our office first.