For CPAs, attorneys and other professionals
Referring a client to Doug Kirkpatrick, CFA
CFA · Alphaglider LLC · Austin, TX · Verified with the SEC
Who Doug helps
Sandwich generation professionals caring for aging professionals and getting their children off into the world.
Specialties: Sandwich generation · Tech employees (RSUs, options) · Teachers and educators
Welcoming new clients. Room for six new families this year
How a referral works
- You introduce them with one email below, copying you and Doug. Nobody's added to a list.
- Doug replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Doug 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 Doug, does. It takes a minute.
Introduce someone to Doug →Advicer.bio doesn't give financial advice or pay for referrals. Doug is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.