For CPAs, attorneys and other professionals
Referring a client to Sam Sharples, RICP®
Solid State Wealth Advisory Group · Missoula, MT
Who Sam helps
Founder - Montana Wealth, Co-Founder - Solid State Wealth Advisory Group
Specialties: Tax planning · Business owners · Sudden wealth and inheritance · Physicians and dentists · Nurses and healthcare workers · Executives · Selling a business · Freelancers and the self-employed · Federal employees · Farmers and ranchers · Young professionals · Retirees and pre-retirees · Widows and widowers
How a referral works
- You introduce them with one email below, copying you and Sam. Nobody's added to a list.
- Sam replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Sam 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 Sam, does. It takes a minute.
Introduce someone to Sam →Advicer.bio doesn't give financial advice or pay for referrals. Sam is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.