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Referrl Network Intake

The highest compliment we can receive is the referral of your clients, friends, family and business associates

Please provide contact information for someone you know who might appreciate hearing from us.

We will reach out to introduce Banister Advisors and will let them know you sent us.

Strategic Partners
Continued Advisory icon

Banister is always seeking to grow our network of
trusted professionals and service providers for
mutual client referrals and other collaborations

We welcome the opportunity to connect with leaders in adjacent fields who have a shared interest in healthcare navigation, end-of-life planning, and in serving the bereaved

Banister partners with the following types of professionals and organizations:

  • Attorneys

  • Accountants

  • Financial Planners

  • Tax Professionals

  • Wealth Managers

  • Bank Trust Officers

  • Fiduciaries

  • Concierge Medicine

  • Hospital Staff/Doctors

  • Oncology Centers

  • Assisted Living Facilities

  • Retirement Communities

  • Appraisers (real and personal property, including fine art/jewelry)

  • Real Estate Brokers / Agents

  • Funeral Homes

  • Hospice Chaplains

  • Hospice Providers

  • Executive Coaches

  • Life Coaches

  • Therapists

  • Substance Abuse Recovery

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