Refer a Friend

Spread the word about me by giving your friends a free money guide to jump-start their wealth.

Refer a Friend

Who should we send the guide to?

Enter the name and email address of your referral and we'll take care of the rest! Just click the "+" button if you have more than one name.

Your Information

Enter your information so your referrals know who's sending the guide.

What's in This free guide?


It can be challenging to make your money last. This guide will offer up 5 strategies to make sure you get the best value for the money you've worked so hard for.

Protect Your Money

We understand that the market can be unpredictable, but do you know what actions to take when it drops? Check out these 3 handy tips to shield your investments from market volatility and rising prices.

Build Your Budget

It can be tricky to stay within your budget, but this guide will show you how to make the most of your money using the 50-15-5 approach.

What Happens When You Refer a Friend

Current Progress
Current Progress
Current Progress
Current Progress

Step 1.

Complete the form

Let us know where we should email the free guide and we'll take care of the rest.

Step 2.

We'll send your referral an email (on your behalf) with a link to download the free guide.

We'll cc you on the emails.

Step 3.

That's it!

Pat yourself on the back because you helped a friend!

Referral templates

Rather send a message yourself?
Use one of my simple templates

If you'd rather contact your referrals directly, you can use any of the templates we've provided. Just copy one that works for you and paste it into an email, text, or DM on your preferred social media platform.
It's a piece of cake!

Template #1

Hi _____. I hope you’re well. I'm helping out my financial advisor grow his clientele. If you happen to be in the market for a new advisor, Anthony is looking to take on new clients. I’ve been working with him for over __ years and he’s done a really great job helping me plan for the future. Check out his website at Let me know if I can send you both an email introduction. Thanks.

Template #2

Hi _____! This might seem a bit random, but do you have a financial advisor? I'm trying to support my buddy Anthony by helping him to get more clients, so if you're looking for someone in that field, I'd love to connect you two through email. Let me know if it's okay to do that and in the meantime, take a peek at to learn more about him.