Refer those you care about the most in seconds
(without having to make a single phone call)
Your referrals and recommendations mean the world to us
Without it...We'll be out-of-business!
This is no different than you're suggesting the perfect burger joint, your positive experiences with our financial services agency act as a trusted guide for others seeking financial clarity.
Sharing your stories is like pointing the way to a hidden gem – it helps our community grow and ensures more people find their way to financial peace of mind.
If you have a person or a group of people in mind, we've love if you can set up an introduction for us.
Do you have someone in mind you'd like to refer?
In the last ten years, we've experimented with various methods, and hands down, this one is the easiest, most efficient, and, best of all, it won't leave you feeling awkward or eat up too much of your time.
Send this message to the people you have in mind
(via email, text, direct message on social media)
Hi [Name],
Hope all's well. Would you happen to know anyone looking for a new financial advisor? My (cousin/friend/co-worker) is expanding their client base, and I thought of you.
They offer free financial plans covering budgeting, debt elimination, and investment comparisons.
You can check out a sample of the plans they create here: https://advisorpages.ca/inside-blueprint
If you or someone you know might be interested, I can set up an email introduction. If not, no problem. Just ignore this.
Cheers,
[Your Name]
[copy_clipboard tag=”#copy_referral_script”]
They'll respond back with one of the following:
Click to see how you'd respond back.
Great! I'll introduce you. Should I pass on your contact info or setup an email introduction? Which is best?
I think it would be best to reach out to [him/her] directly. I just promised that I'd refer people =). Is it okay if I passed on your contact info or setup an email introduction?
It's free. [He/she] gets paid only if you decide you need a particular product.
That's no problem. If you ever need a 2nd opinion, feel free to reach out.
At first you might feel a bit reluctant to recommend people for the following reasons:
Lack of Awareness
You might not be fully aware of the positive impact we can provide through our Financial Blueprint. This might make it challenging for you to confidently recommend without a clear understanding.
If this is the case we'd love to show you a demo of our plan by scheduling a discovery call or you can discover more yourself by checking out this page.
Fear of Rejection - Difficult to Refer Someone
There's a fear of potential rejection or discomfort if the person you're referring doesn't find any of this helpful.
Making a referral doesn't have to be a complex ordeal; think of it like recommending a good movie or restaurant to a friend. It's a quick, friendly gesture that can bring positive outcomes. Plus, we've streamlined the process to be hassle-free, ensuring your effort is minimal, but the impact can be significant. Let's simplify the referral journey and make it as easy as sharing a great tip with a friend.
Doubts about Service Quality
Perhaps you have some reservations about the quality of the products or services being offered.
We completely understand the importance of trust. To ease any reservations, we encourage you to explore our customer testimonials or book a discovery call for us to provide a demonstration of the Financial Blueprint
Can't think of anyone off the top of your head?
Over the years we found the following list of people to make the ideal referrals.
Your inner circle makes for awesome referrals. Since you're part of the fam, recommending our financial services is like giving a friendly nudge, sharing the good stuff you've experienced firsthand.
Think about your work pals and colleagues who could use some financial wisdom. Recommending our services to them is like passing on a valuable work hack - it's all about making their financial life easier.
For the work buddies in your professional circle, our financial services can be a game-changer. Sharing the scoop with them is like hooking them up with a pro teammate who gets the game.
Those buddies you kick back with? They're gold for referrals. Recommending our financial services to them is like sharing a secret menu – it's tailored, it's cool, and it fits right into your shared vibe.
Your old school or college crew? They're gonna love this. Recommending our financial services to them is like bringing back the good times - it's familiar, it's trusted, and it's a win-win for everyone.
Those local groups you're part of? They're ripe for recommendations. Sharing our financial services with them is like suggesting the coolest hangout spot - it just clicks with the community.
Fellow business owners get it, and they'll appreciate your tip. Recommending our financial services to them is like sharing a secret sauce recipe – it's the extra spice they didn't know they needed.
Your online pals looking for financial tips? You're the go-to guru. Recommending our services to them is like sharing a viral meme - it's the good stuff that's worth spreading.
Your positive vibes as a client-turned-friend speak volumes. Throwing our name into the mix for your buddies is like passing on a favorite playlist - they'll thank you for the good vibes.
Who's the first person that comes to mind when you look at this list?
Co-worker
Boss
Partner
Janitor
Security guard
Delivery person
Administrative staff
Customer
Parking attendant
Landscaper
Coffee shop
Personnel manager
Salespeople
Boss’ boss
Lunch with
Competition
Repair person
Copier person
Complainers
Inspector
Credit Union/banker
Fired-up male
Fired-up female
Federal Express
UPS
Delivers mail
Lost job
Will be laid off
Job hunters
Dislikes job
Missed promotion
Most likable
Needs part-time job
Engineer
New employee
Time keeper
Operator
Payroll
Contractor
Mover & shaker
Preacher
Nurse
Dentist
Doctor
Principal
Teacher
Coach
Gym
Therapist
Hairdresser
Carpenter
Mechanic
Car salesperson
Gas station
Police officer
Painter
Roofer
Book store
Department store
Grocery store
Convenience store
Waitress/waiter
Chef
Cashier
Dishwasher
Hardware store
Truck driver
Pharmacist
Flower shop
Health spa
Fast food restaurants
Toy store
Dry cleaner
Student
Repair person
Movie rental
Theater
Realtor
Office supplies
Pizza delivery
Phone installer
Pest control
Bowl with
Hunt with
Golf with
Fish with
Tennis with
Ski with
Soccer with
Baseball with
Softball with
Football with
Hockey with
Bike with
Racquetball with
Swim with
Jog with
Firefighter
Scout leader
Barber
Auctioneer
Photographer
Guidance counselor
Musician
Sister-in-law
Brother-in-law
Father-in-law
Mother-in-law
Brother
Sister
Father
Mother
Cousin
Aunt
Uncle
Nephew
Niece
Best friend
Farmer
Military
Babysitter
Sitter’s parents
Neighbors
Best man
Maid of honor
Bartender
Bridesmaids
Ushers
Groomsmen
Singers
Plumber
Plays bridge
Plays bingo
Plays poker
Church
Plays pool
Carpool
Yoga
PTA
Hometown
School reunion
College annuals
Optimist
Eat out with
Dancing with
Daycare center
Park
From out-of-state
From out-of-province
Has a truck
Plays instrument
Lifts weights
Little League
YMCA
Apartment manager
Ambitious
Outgoing
Enthusiastic
Trustworthy
Hard-worker
Chiropractor
Nice smile
Works nights
Quit smoking
Scuba diver
College professor
In management
Does odd jobs
Works second job
Mortgage broker
We can help your referrals thrive in 10-specific areas of their personal finances
Investing with Confidence
Our personalized approach ensures your investments align perfectly with your goals and risk appetite, whether you're a seasoned investor or just starting out. With diversified, tax-smart, and custom portfolios, we're here to help you grow your net worth like a pro!
Secure your legacy and protect your loved ones
With a personalized living will, testament, and life insurance plan, you can ensure your wishes are honoured, and your family's financial future is safeguarded.
Crushing Your Debt
We'll arm you with proven strategies to conquer those financial burdens, equipping you with all the tools and guidance you need to become debt-free and take control of your finances!
Set your children up for success!
Empower your kids to thrive academically while maximizing the benefits and grants available from the Canadian government, giving them a head start towards a bright and promising future.
Make Every Penny Count!
Our budgeting and cash flow management strategies will help you say goodbye to financial worries and hello to a brighter, more secure future.
Homeownership made easy!
From new purchases to refinancing and renewals, our expert mortgage and lending solutions will help you secure the home of your dreams without the hassle.
Travel to and from Canada with Confidence
Whether it's a vacation, a newcomer attending school, or family visiting you, we've got you covered. Explore the world with peace of mind, knowing you're protected every step of the way!
Home and Auto Insurance Made Simple
Our comprehensive home and auto insurance plans offer the security and peace of mind you need, ensuring your assets are safeguarded from unexpected events.
Group Health and Dental
Invest in your employees' well-being and boost productivity with our tailored group health and dental plans. We design comprehensive packages that cater to your team's unique needs, ensuring they receive top-notch medical and dental coverage.
Pensions Made Easy for Small Businesses!
Build loyalty and attract top talent by offering a robust pension plan tailored for your small business. Our team will guide you through the setup process, providing cost-effective solutions and handling all the complexities. Invest in your team's financial security and loyalty