Refer a Friend
Spread the word about me by giving your friends a referral link to a free financial blueprint.
What's A Financial Blueprint?
Most of us think about money every day.
It's not that we're greedy and obsessing about it, it's just that our finances touch every area of our lives. Each of us is making vitally important decisions every day that make us either stronger financially or more vulnerable.
The fact is, we are each building a financial house, whether we realize it or not.
How you build your house, the choices you make will determine where you end up financially.
The goal of making wise choices is to reach a point where your money one day works for you - so you no longer have to work for your money. That's called financial independence and it all starts with a Financial Blueprint.
Inside a financial Blueprint
Unlike most financial plans that just concentrate on one part of your finances and come with a hefty price tag of $500+, my Financial Blueprint covers all 8 aspects of your financial house without the big expense. In fact it's free!
Debt & Mortgage Elimination
Budgeting & Spending
Wills & Power of Attorney
Retirement & Education Savings
Emergency & Vacation
Home & Auto Insurance
Goals & Dreams
How can a Financial Blueprint help your Referrals...
Get clear answers to your most pressing money questions
What Happens When You Refer a Friend
Complete the form
Let us know where we should email the free guide and we'll take care of the rest.
We'll send your referral an email (on your behalf) with a link to download the free guide.
Pat yourself on the back because you helped a friend!
Who to refer?
Here are some people I like to work with...
has a career earning $40,000+
Between the ages of 25 & 60 years old
Transitioning into retirement
Looking to buy a new home
high net worth individuals with over $150,000
young & busy professionals
experiencing major life changes
Individuals with complex investment portfolios
simple and easy.
Send your friend a Referral Link Today
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!
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 anthonypallarca.ca. Let me know if I can send you both an email introduction. Thanks.
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 anthonypallarca.ca to learn more about him.