Referral Program
We love meeting new people, If you submit a referral, please reach out to them and let them know that one of our staff members will be contacting them. We find the referral process is more beneficial to our potential clients when they are prepared to receive our phone calls.
STEP 1: Make A Referral
How to Submit a Referral:
- Complete one of our referral cards in the lobby of our office.
- Visit our website (www.bostianretirement.com) and navigate to the referral tab on our page to submit your referral.
- You may also call the office and our staff will complete the card for you.
STEP 2: Meet With Advisor
Once a referral is made, Bostian Retirement Planning staff will qualify each referral and reach out to them to schedule an appointment to meet with us. You will have earned your incentive once they come into the office for a one-on-one appointment with one of our advisors.
STEP 3: Track Your Success
1st Referral - $50.00 Darden Gift Card. Enjoy a meal on us!
2nd Referral - Dynamic Foot Scan Evaluation and a pair of tennis shoes and orthotic insoles from Fleet Feet. We care about your health!
3rd Referral - Roadie 32 Wheeled Yeti Cooler. Keep your drinks and treats cool while adventuring with friends or visiting your kids and grandkids!
4th Referral - $350.00 Amazon Gift Card! Treat yourself to something special.
5th Referral - Apple IPAD. Stay connected with your friends and family .
6th Referral - Choose your incentive. You may choose one of our previous incentive choices as our gift to you.
Start Here:
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