For CPAs, attorneys and other professionals
Referring a client to William Bissett
CFP® · Portus Wealth Advisors, LLC · Charlotte, NC · Verified with the SEC
Who William helps
We work with business owners with revenue between $5 and $50 million.
Specialties: Business owners · First-generation wealth · Estate and legacy planning · High-net-worth families · New and growing families · Real estate investors · Tax planning · Selling a business · Sandwich generation · Retirees and pre-retirees
How a referral works
- You introduce them with one email below, copying you and William. Nobody's added to a list.
- William replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, William 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 William, does. It takes a minute.
Introduce someone to William →Advicer.bio doesn't give financial advice or pay for referrals. William is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.