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5401 32nd Ave NW, Suite 201 - Gig Harbor, WA 98335    |    Phone (253) 851-0717    |    Fax: (253) 851-0727    |    Get Office Directions

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Referral Program- VIP Ambassador Members

One of the benefits of being a client at Integrated Financial Services is that we make it our mission to keep our members educated about any changes that could impact their retirement, and we like to have fun while we do it. We accomplish this by hosting several educational events and workshops throughout the year, by utilizing our in-office Learning Center as much as possible, and by hosting an annual Client Appreciation event.

In addition to hosting these events, we also want to give special recognition to the many of you who have given us the highest form of compliment we could hope for - your referrals. Since a simple "thank you" seems inadequate, we have started a little something called our VIP Ambassador Program. As a member of our firm, if you send us a referral who also becomes a client, you and your referral are automatically enrolled in the VIP Ambassador Program for the following year. What that gets you is an invitation to our annual VIP Ambassador Members-Only Event. In 2013, we rented a motor coach, picked everyone up at our office for a full day of touring wineries and tasting wines in Woodinville, WA (including Chateau Ste. Michelle), and treated them all to lunch at the Barking Frog restaurant (see photos below). It was truly a fantastic day! For 2014, we experienced an authentic NorthWest adventure - a trip to Blake Island for a salmon bake at Tillicum Village.

In addition, you will receive a beautiful Tiffany's wine glass for every referral, and if you refer 3 or more people who become clients, you will automatically become a Lifetime VIP Ambassador Member. That means you will receive a 4th Tiffany's wine glass to complete your set, and an invitation to the members-only event every year for as long as you are a client at our firm. We think it's a pretty good deal!

In an effort to give our clients more opportunites to become VIP Ambassadors, we also host multiple bring-a-friend events over the course of the year. These events range from wine tastings to golf tournaments. At these particular events, a referable guest is required for any member to attend. The purpose of these events is to create a fun and relaxing environment where you can introduce your friends & family to us with no pressure. Not sure who you should invite? Think of any friends or family members that fit the following:

  • Retired from their job
  • Will be retiring in the near future
  • Mentioned dissatisfaction with their current advisor
  • Expressed concern about current interest rates
  • Expressed uncertainty if the stock market's volatility is appropriate for them

None of the above are requirements for your guests, but just some helpful suggestions. If you think you know someone that would be interested in meeting with us for any reason, bring them along!

For more information, send an email to Gina, our Director of Marketing & Communications.

Photos from our 2014 VIP Ambassador Members-Only Event:

Photos from our 2013 VIP Ambassador Members-Only Event: