At Blackston Financial Advisory Group, LLC, it is our goal to provide the highest quality of customer service to our clients. We want to make sure you feel appreciated and are treated as a member of our family rather than simply a name on an investment account or policy. Blackston’s Partnership Referral Program allows us to reward clients for taking the time to find referrals and invite them to hear about building and preserving their retirement assets.
In appreciation for your trust and confidence, we provide 3 rewards to our clients:
All clients are invited to attend our dining seminars. We simply ask that you bring someone who would be interested in hearing our advisor’s presentation and learning more about the services we offer.
Every month we award $25.00 Gift Cards to each client who has sent a referral that meets for a first appointment. Plus, you will be invited to special events throughout the year.
Every October we will have a Special Event for clients whose referrals have met with one of our advisors for a complete financial review. Events may change from year to year. Invitations will be mailed out at the end of every September. The qualification period is from October to September.
For more information on our current referral offerings, please contact our home office at (352) 633-9046. Some prizes may be considered taxable income. Acceptance of prize constitutes permission to use winner's name in our client newsletter, website promotions, and for other promotional purposes, unless prohibited by law.