We Depend on Word of Mouth
One of the keys of our success, if not our survival, is word of mouth. Not so much ours…but yours. According to investment firm Charles Schwab, a typical independent advisory firm gets over 88% of its new clients through referrals. Your recommendations and introductions can help Aequus grow it network of valued business associates as well as clients.
If you know someone who might find our services of value, tell them about Aequus. Indeed, of the new clients Aequus adds each year, most were introduced to us by current clients. We wish to thank all our clients for letting us share your dreams, goals, hopes, and fears. Thank you, too, for your referrals.
At Aequus, we are committed to helping you through times of transition in your life so you can more easily reach your short-term and long-term goals. We offer a full range of financial planning services customized to meet each client’s needs. Call an Aequus advisor today at 312-664-4090 for more information or an appointment.
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