Why become an Ambassador?

Your referral of your friends and/or family is one of the greatest compliments we can receive. Once a year, we’ll be rewarding our Ambassadors with a fun and unique event held specifically for you! We appreciate you for being an advocate of ours and thank you dearly for introducing us to people you believe we can help serve now and in the future.

What do I have to do to become an Ambassador?

If you know of someone who’s preparing for retirement, already retired, or who may have recently experienced a big life event impacting their financial situation, then fill out the form to get started. You’ll receive your individual referral link to share with those friends and family members who you feel will benefit from having a conversation with us

When do I officially become an Ambassador of Jefferson Matthews Wealth Solutions?

Once the person or couple you refer us to attends their complimentary, no obligation initial appointment, you become an Ambassador for Jefferson Matthews Wealth Solutions. And, in addition to your individual referral link to share, you can always invite guests to attend one of our workshops or events during the year or share one of our referral cards at any time.