On this page you'll find resources to refer your clients to Forge Financial Services.
Client-ready overviews you can send directly.
Open the one-pager.
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Sharable links that maintain tracking. We get it, a lot of clients fail to mention how they heard about a company. While we ask every client how they found us, clients sent from these links arrive ear-marked with your tag.
Simple scripts you can use to introduce clients to Forge Financial, with the steps we'll walk them through for your reference.
You: (Mr. or Mrs. Client), We have a partner we work very closely with, that helps business owners like yourself build wealth and prepare for retirement using unique investment strategies designed to: reduce risk, keep pace with the market, while also decreasing taxation in retirement. Do you feel 100% confident this is something you're already taking care of? Client: No! You: Ok. Their team will do a complementary review of your existing wealth & retirement plan. I'd be happy to make a connection between you and their team. (Look at Calendly to find an available time) "Would [Day] & [Time] work for you?"
You: (Mr. or Mrs. Client), We have a partner we work very closely with, that helps business owners like yourself build out a compensation plan designed to provide increased retirement benefits to key employees. Some of these plans help your key employees build wealth and prepare for retirement in accounts that don't lose money in a crash, keep pace with the market, while also decreasing taxation in retirement. Do you see it'd help your retention and recruitment if you could offer greater retirement benefits to your key employees? You: Ok. Their team will do a complementary review of your executive compensation to see if it's a good fit for you and your leadership. I'd be happy to make a connection between you and their team. (Look at Calendly to find an available time) "Would [Day] & [Time] work for you?"
You: (Mr. or Mrs. Client), We have a partner we work very closely with, that helps high earning employees like yourself build wealth and prepare for retirement using unique investment strategies designed to: reduce risk, keep pace with the market, while also decreasing taxation in retirement. Do you feel 100% confident this is something you're already taking care of? Client: No! You: Ok. Their team will do a complementary review of your existing wealth & retirement plan. I'd be happy to make a connection between you and their team. (Look at Calendly to find an available time) "Would [Day] & [Time] work for you?"
You: (Mr. or Mrs. Client), We have a partner we work very closely with, that helps business owners like yourself unlock their business's scaling. This team will provide you with the knowledge needed to grow your business the way you want to. Are any of these areas needed by you: Increasing lead flow? Improving sales efficiency? Identifying who is intentionally dragging down key metrics and getting rid of your best employees? Fast track to staff onboarding and training? Isolating drag on your efficiency and profit? Do you see the potential of fixing or cracking that as vitally important? Client: Yes! You: Ok. Their team will do a complementary discovery call to see if they'd be a good fit for you and your team. I'd be happy to make a connection between you and them. (Look at Calendly to find an available time) "Would [Day] & [Time] work for you?"
The company is Forge Financial Services. They're a team with over 20 years of experience helping business owners with investment solutions. They specialize in preparing owners to turn company profits into both retirement solutions and passive income. Essentially, getting your money to start making you extra income closer to now.
One of the main reasons we like working with Forge is the value they provide upfront. They'll do a complementary review to see what can be done to help you. If they see you're perfectly set up, you won't ever pay them a penny.
You know, I'll be honest with you, this isn't really my area. I just know many of our key executives are clients of Forge. What I do know is they specialize in investments that grow without taxes and building out no-loss strategies that still make competitive returns.
Honestly, I've observed that they put the client first. One example of this, they reviewed the investments of a client and found an extra $500k in projected lifetime fees that didn't need to be there. Another example is a business owner that has used his tax free investment to buy two rental properties.
I'm not personally a financial expert myself. But what I do know is that some of the strategies they focus on are commonly part of the investment portfolio of Fortune 500 CEOs. What they do is common in high net worth individuals.
CEO, board member or Owner of the company. This can also include a C-suite executive. Anyone who would benefit from either improving executive compensation or building out investments that benefit both retirement and building passive wealth.
Most of our clients did not graduate college but attended some. Exceptions to this are functional degrees to go into a stated profession: lawyers, engineers, doctors.
Married with children.
Ideal: $5 million in gross income or higher. Minimum: depends on profit margin. Enough to generate $200,000 in personal income.
Ideal: 50 and over. Minimum: solo-preneur who's making a good income.
Anywhere in the 50 states.
Ideal: scaling or established, with 5+ years of experience.
Traditional investments are boring and take too long to grow into something useable. "It's just better to keep reinvesting into my business."
Businesses looking for a legal way to offer greater benefits and bonuses to key players. They would otherwise offer a higher match to the C-suite, but then they'd have to offer it to everyone, and that's just not viable.
Massive passive income that keeps growing, so he can take risks in his business knowing he's personally going to be completely fine regardless of company income.
Lack of clarity or strategy (something that makes more sense than just investing back into the business), and not knowing what they don't know, without the time to learn the skills to invest effectively.
Forge and its executive team has been built around its partnerships. If you have a specific request you don't find on this page, don't hesitate to reach out: info@thebenefitsforge.com
