For CPAs, attorneys and other professionals
Referring a client to Alex Bridges
CFP®, ChFC · Tiverton Wealth · The Woodlands, TX · Verified with the SEC
Who Alex helps
Financial Planner at Tiverton Wealth
Specialties: Retirees and pre-retirees · Tax planning · Estate and legacy planning
How a referral works
- You introduce them with one email below, copying you and Alex. Nobody's added to a list.
- Alex replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Alex says so and points them somewhere better. Either way, you look good for making the introduction.
Introduce a client
Handing out a name rarely works: most people never call. One email introducing them, copying you and Alex, does. It takes a minute.
Introduce someone to Alex →Advicer.bio doesn't give financial advice or pay for referrals. Alex is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.