By Bryan Trugman, CFP®
When you first decided to work with us, you were looking for answers—a way to cut through the complexity of your business, your schedule, or your retirement planning. Since then, we hope you’ve started to see the real difference: maybe it’s the sense of control over your financial future, the increased focus in your business, or simply the relief that comes from having a clear strategy in place.
The kind of clarity and momentum you’ve gained is something we strive to deliver to every client. Yet we know there are countless business owners, busy professionals, and people approaching retirement who are still struggling. They’re dealing with the stress of overwork, paralyzed by a lack of direction, or just unsure of who they can trust. Your positive experience with us and the tangible ways we’ve helped you is the most reliable signal we can send to them, often starting with a simple referral.
The Attitude That Drives Success
If there’s one non-negotiable trait shared by our most successful clients, it’s a proactive attitude. It’s the determined mindset that recognizes a problem and refuses to accept the status quo.
You came to us with that spirit of ambition. You weren’t willing to let chaos rule your calendar or confusion cloud your financial future. That attitude made the change possible. Now that same conviction can be translated into advocacy.
When you speak about your experience with us—the reclaimed time, the strategic focus, the relief from stress—you’re doing more than just sharing a positive story. You are providing a verifiable, real-world example of transformation. Your word, validated by your own success, is the most powerful tool we have to reach those who need our help most.
We can outline our experience all day, but your genuine belief in the outcome is what truly resonates.
What You Take Away: Strengthening Your Network
You invested your time reading this, so let’s clarify the value proposition for you. By acting as our advocate, you aren’t just helping us, you are curating and strengthening your own professional network.
Every person you refer comes with an inherent trust in the process because they heard it directly from you. They are primed for success because they’ve already witnessed your positive trajectory. This means we can bypass initial skepticism and immediately focus our energy on solving their most critical challenges, delivering optimum value from day one.
- For the Entrepreneur/Business Owner: You know the high cost of inefficient operations and administrative drag. When you tell a colleague to call us, you are offering them a strategic partner, helping them gain the same focused attitude that drove your growth.
- For the Busy Professional: You’ve mastered the art of intelligent delegation, freeing you to focus on high-value tasks and personal well-being. Share that feeling of control with others who are drowning in their to-do lists.
- For the Pre-Retiree: The confidence you feel about your future, backed by a robust financial plan, is contagious. That calm assurance is the most persuasive counter-argument to financial worry.
Take the Next Step and Share a Valuable Referral
Our partnership is built on delivering tangible, life-changing value. The better we do our job for you, the stronger your confidence becomes, and the more likely you are to share that positive experience. It’s a powerful, sustainable cycle of growth.
We at Attitude Financial Advisors believe that a proactive mindset is key. The next time a friend, colleague, or family member voices frustration about their career, business, or financial future, don’t just offer sympathy. We invite you to share the name of the team that helped you create your current success.
When you connect us with someone in your circle, you are giving them the opportunity to adopt a new, successful attitude toward their future. Let’s work together to help more people pursue their breakthrough through your valuable referral by reaching out to us via email at btrugman@attitudefinancial.com or give us a call at (516) 762-7600 to set up a free consultation.
Frequently Asked Questions About Attitude Financial Advisors
1. What kind of attitude makes someone a great fit to work with your team?
A proactive attitude; the kind that sees challenges clearly and takes action instead of waiting. It’s not about being perfect with money or business, it’s about wanting direction and being open to partnership, which is often what sets successful clients apart.
2. How does making a referral actually help the person I send your way?
A referral gives them instant trust and a faster start. Instead of spending weeks deciding who’s credible, they begin the conversation assuming capability because it came from you. That advocacy sets the tone for a more confident, purposeful financial journey.
3. Why do your happiest clients choose to share referrals?
Because their positive results came from a mindset shift. Once they see how a strong attitude changes outcomes, sharing referrals becomes the natural next step, helping others experience the same momentum. Attitude Financial Advisors always strives to grow through relationships built on clarity and trust.
About Bryan
Bryan Trugman is managing partner, co-founder, and a CERTIFIED FINANCIAL PLANNER® practitioner at Attitude Financial Advisors. With more than 17 years of experience, Bryan specializes in addressing the financial needs of new parents as they seek to realign their finances, assisting divorced individuals as they navigate an unforeseen fork in the road, and strategizing with those seeking to accrue a dependable retirement nest egg. Bryan is known for being a good listener and building strong relationships with his clients so he can help them develop a customized financial plan based on what’s important to them. He is passionate about helping his clients experience financial confidence so they can worry less and play more. Bryan has a bachelor’s degree in industrial and systems engineering with a minor in mathematics from State University of New York at Binghamton. He has served on the board of the Financial Planning Association and continues to be actively involved in the national organization. He is also a member of the Plainview-Old Bethpage Chamber of Commerce and has served as its vice president and as a board member. When he’s not working, you can find Bryan on the ballroom dance floor or engaged in a fast-paced game of doubles on the tennis court. To learn more about Bryan, connect with him on LinkedIn. Or, watch his latest webinar on: How Much Is Enough? A Surprisingly Simple Way to Calculate Your Retirement Savings Needs.
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