For CPAs, attorneys and other professionals
Referring a client to Josh Rendler, CFP®
CFP® · Define Financial, LLC · San Diego, CA · Verified with the SEC
Who Josh helps
Retirees saving on taxes so they can spend more on life
Specialties: Tax planning · High-net-worth families · Retirees and pre-retirees · Sudden wealth and inheritance · Selling a business · First-generation wealth · Estate and legacy planning · Charitable giving · Values-based investing · Women · Professors and university staff · Federal employees
Taking a few new clients
How a referral works
- You introduce them with one email below, copying you and Josh. Nobody's added to a list.
- Josh replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Josh 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 Josh, does. It takes a minute.
Introduce someone to Josh →Advicer.bio doesn't give financial advice or pay for referrals. Josh is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.