Philosophy on making introductions

  • Help businesses find resources they don’t have that can help them in ways CFO Options cannot
  • Ask for permission to make introduction
  • Try to give as much to the business community through introductions as I can without keeping tally of how many introductions any referral partner has given me or how many I’ve given them.
  • Generate more commercial activity for all parties
  • Don’t accept referral fees related to introductions to CFO Options clients without their okay

Want to be a referral partner of CFO Options?

CFO Options does a large portion of its business via referrals. Helping our clients get access to trusted resources and services is a cornerstone of how we operate. In turn, we are a valuable resource for our referral partners and clients. If you would like to be part of our network and learn more about us and how we partner please subscribe to our newsletter below and connect with us.