Dean Financial Invites You to Join THE DEAN’S LIST
We are excited to launch our new referral program: The Dean’s List! This is our way of honoring and thanking you for introducing us to your friends, family, and neighbors. We want to thank you for spreading the word by treating you to a special night out. The greatest compliment you can give us is sending the people you care about our way. When the person you refer attends their free, no-obligation consultation, you are officially on the list!
Don’t miss your chance to get on the Dean’s List! The program kicks off January 1st, 2026, and is open until December 31st.
Why become a member?
Referring your friends and family is the biggest compliment we can get. To say thanks, we are planning an exclusive night out at The Premier in Hickory in the Spring of 2027! We really appreciate you trusting us to help the people you care about.
Who should I introduce to Dean Financial?
If you know someone who is getting ready to retire, already retired, or just went through a big life change that affects their money, just fill out the form to get started. You are helping them take the first step toward financial clarity.
How do I get on The Dean’s List?
It’s simple. Once the person or couple you refer us to attends their complimentary, no-obligation first meeting, you get enrolled and automatically earn your spot on The Dean’s List
