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President Greg BertagnoliPresident's Message

Welcome to December! We're enjoying a very busy month at Referral Mortgage and look forward to you helping us carry that momentum into 2007. I enjoy the holiday season but I also take the time to "remodel" our business for the coming year – just little tweaks here and there that hopefully equate to our clients receiving better counseling, better service and better financial futures. After all, if we don't continue to push ourselves to provide you with a better value, what's the point in being a trusted advisor? Change is inevitable and the mortgage industry is no exception. Quite frankly, that excites us.

We relish the opportunity to expose you to new ideas on mortgage planning and wealth building. In the coming year you will have a weekly opportunity to hear one of the countries foremost experts on a financial strategy that is taking the nation by storm. Please join us. We hold this weekly workshop every Tuesday from 6:30 to 8:30 p.m. here in our Eden Prairie location.

In 2007, chances are you'll spend:

  • Three hours getting your oil changed
  • Four hours getting your hair cut
  • 15 hours paying your bills
  • And eight hours shopping for the holidays

Our two-hour workshop has changed the financial future of many of our employees, as well as hundreds of our clients. And as the saying goes, "The only thing worse than paying too much for your mortgage is if it costs you a fortune…"

I hope you take this month to reflect on the past year. Financially, are you heading in the right direction? Come hear what we have to say and decide for yourself. The two hours you spend with us may be the best financial decision you make next year and for years to come.

Happy Holidays,

Greg Bertagnoli
President
Referral Mortgage Inc.
www.referralmortgageinc.com

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