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Referral Services

Our Sounding Board Process

All LS Investment Management℠ clients are referrals.  We don't spend time advertising and looking for new clients because our time is entirely devoted to working for our clients and their financial goals.

 

As part of The Interlocking FORMula℠ process, one of the services we offer to our clients is that we make ourselves available to act as a sounding board to your friends and family members. If there are people in your life that are important to you, know that they are  important to use.  If you have someone that is apprehensive about the future or is going through a critical financial event and needs someone to be a sounding board, we are happy to talk with them and discuss their questions and issues.

Our Fit Process

The relationships we are most philosophically aligned with are not defined by money or investments, but rather the attitudinal qualities of people most like ourselves.  During the initial discussions we use our Fit Process to ensure we are mutually committed to a long term relationship based on a full understanding of each other.   We do this to confirm that your goals and objectives you are looking to achieve are services we can provide.

Helping Others - Sounding Board & Fit Process

Because we are referral only, clients often ask how they can tell people about us.

Share our process: let them know who we are, what we do, and how The Interlocking FORMula℠ works. 

Contact Us: Have them contact us directly or we will reach out with an introductory email on your behalf as requested.

Check The Mail: We send out our informational kit explaining our process, our services, and introduce our team.

Let's Meet: We will follow up and schedule a "Sounding Board" meeting.

Fit?   If we are mutually a fit we will start the process to work together.