It’s November and what a perfect time to thank my wonderful network of friends, clients, and colleagues for giving my name to their friends, clients, and colleagues!
So, here is a list (in no particular order and probably incomplete) of people who have referred Sullivan Financial Planning in 2015:
Erica Johnson, Ambler and Keenan
David Overton, Halbert Hargrove
Donna Patch, Innovest
Abbe Pensack, Abbe Pensack Insurance
Sally Isaacson, Nurse Family Partnership
Steve Schmitzer, Denver Water
Lisa Eastin, Buchannan and Stouffer, PC
Cameron Morgan, A&I Financial
Anne Angerman, Career Matters
Karen Van Cleve, Live Well Coaching
Kym Koontz
Claudia Carbone, freelance travel, ski and Italian food writer
Sabrina and Jessen Fahey, Fidelity/Columbia Management
Randy Kite, Ian D. Gardenswartz and Assoc., PC
Laura Srsich, Eide Bailly LLP
Robert Spicer, First Financial Equity Corporation
Of course, where would I be without my wealth adviser partners? Thank you all for allowing me to work with your clients!
Denver Private Wealth Management – Darin Snow
Highwater Wealth Management – Dickson Griswold, Kathy Raabe, and Greg Guiffra
Gill Capital Partners – James O’Brien and John Winslow
Strategies Capital Management – David Halseth and Tom Gonnella
Private Client Wealth Advisors – Barry Steelman
Creating a brand with a tiny marketing budget is tough. Without referrals, small businesses would not survive. Thank you for your support!
If these topics sound like they would be of interest to you, your employees, sales conference, or professional organization, contact me at 303-324-0014 or kristi@
