Support around
your client.

Start with the right conversation.

Pinnacle coordinates travel, household needs, family logistics, and appearances. If those demands are taking up your client’s time, contact David to discuss whether a membership would fit your client’s needs.

Before sharing client information, obtain your client’s permission and agree on how to make the introduction. The first conversation can stay general.

Clarify the working relationship.

• The support your client needs and where it will be delivered.
• Your client’s main contact and how you prefer to coordinate.
• Permission to share information and the confidentiality arrangements.
• Service scope, availability, expenses, and membership terms.

Referral program

The referral amounts below are payable once a referred member completes 90 days as an active member. Ask David for written program details and eligibility requirements before making a referral.

Discuss any disclosure obligations or professional restrictions that apply to your role before participating.