No compensation was paid for these testimonials, nor are there material conflicts of interest that would affect the given statement. The statements may not be representative of the experience of other current clients and do not provide a guarantee of future performance success or similar services.
At Arcadia, we believe a referral is one of the highest compliments we can receive. We appreciate the trust you place in us. We value this highly and strive to provide exceptional service to every person who comes to Arcadia as a referral.
To show our appreciation, we offer a gifting program. We use a platform called Snappy Gifting which offers a special selection from a curated catalog of gifts. This allows you to choose something you will truly enjoy.
Our clients are our greatest advocates, and we are grateful for every referral we receive. Thank you for helping us grow our business through your referrals.
Who can make referrals?
Current clients of Arcadia.
Who can I refer to Arcadia?
Anyone who is not currently a client or has not previously had a relationship or account with Arcadia. If you have adult children, siblings or extended family residing with you, they are considered valid referrals.
How will Arcadia reach out to my referral?
We will contact your referral on the phone number you provided. Within this call we will answer any questions they may have plus tell them a little about our firm. We will then decide if your referral would like to schedule a Discovery Visit.
How and when will I receive my gift?
Once your referral becomes an Arcadia client and signs the Arcadia advisory agreement. Shortly thereafter you will receive a Snappy Gifting email with your gift options enclosed.
Is there a limit on how many referrals I can submit?
No, you can introduce as many of your loved ones as you want.
From time to time, Arcadia may provide non-cash compensation to clients or third parties who refer new clients to our firm. Such compensation may be delivered through a third-party platform, such as Snappy Gifting, and may include nominal gifts or merchandise. These arrangements create a potential conflict of interest, as the referring party may have a financial incentive to recommend Arcadia. All individuals acting as promoters are required to comply with applicable regulatory requirements. Promoters are not authorized to provide investment advice or to accept clients on behalf of Arcadia.
