Can you recommend someone to me?

The process is really simple, convenient to you while maintaining a professional image on our behalf. After you submit the email addresses of the people you want to recommend, we will send them an email with a copy of the free guide and an invitation to watch the video. They will have the option to watch the video or decline the offer.

I completely understand some people won’t be interested in hearing what I have to say and that's totally okay with me. My goal is to find those that are interested and I make it really easy for them to turn me down.

When I send them the email with the free guide, they have the option to click a button if they’re not interested in watching the video you just watched. At that point I will never contact them again.

The first email I send them will be exactly this:

"Hi John. 

I hope all is well! My name is [my name] and I'm a financial coach in the Toronto area.

[Your name] asked me to reach out to your for two reasons:

1. They thought you might be interested in downloading a copy of this free guide, “4 ways to cut your monthly expenses by $400” which I also provided to them.
2. I’m an aspiring financial coach looking to expand my clientele and I'd like to share how I’m a different than other financial advisors you might be familiar with.

[Your name] mentioned you might have your finances in order but thought you'd be open to a 2nd opinion. At the very least you might be willing to recommend me to others if you saw value in what I do. 

I can image you're really busy and don't have the time to meet with me face-to-face, so instead I have an animated video that explains a few things about what I do:

1. A high level overview how I can financially help families,
2. How I'm different that your traditional financial advisor,
3. Some strategies I use to eliminate people's financial stress and deliver financial independence using a cutting edge digital tool most households are missing.

However, before I send you the link to the video, I'd first like to confirm you are interested in watching it.

Click here to Email the link to the Video

If you're not interested and would rather not get any further emails from me, please click the link below.

Click here to unsubscribe

Thanks very much for reading this email and I appreciate your time.

All the best,

[My name]



I definitely won’t do that because that would surely ruin my reputation and that’s something I’m working hard to build.

I will only send one email with the free guide. If they are interested in seeing more, I will need to get their permission before I continue the conversation.

If not, they’ll click the unsubscribe button and that will let me know they don’t want to hear from me. I am legally obligated not to contact them at that point.

The people I know already have their finances in order.

Our team has found those who have their finances in order always appreciate having a 2nd opinion to confirm they’re doing their absolute best in the way of their finances.

If the person I email isn’t interested, they would simply click the unsubscribe button on the email.