Refer A Friend

Helping us grow allows your fee to be reduced! Over the past 5 years, our most successful marketing campaign has been through our existing clients by them using our "Refer A Friend" program. We have found that to grow our business, we need to invest our time and energy on servicing current clients, and then asking them to spread the word to their successful friends. For every dollar that comes in through a referral from a current client, we add that new money that comes in to their account values for purposes of hitting our next fee breakpoint. For example: John and Jane Doe have a current account balance that totals $500,000 and they introduce us to a couple that also invests $500,000 with All Star Financial. John and Jane's fee is then reduced to the next fee breakpoint as if they had $1M invested with us.

Telling a friend/business acquaintance about us helps our clients save even more money.