Step 3

Can you recommend someone to me?

Not just anyone. Someone you really care about! 

As a special thank you...

I'll help you cut your bills up to $400 per month

As a special thank you, I’ll show you give you and anyone you recommend free copy of my free guide "4 ways to cut your monthly bills up to $400." 

This free guide can take away some of your financial stress by helping you identify four areas where you might be overspending and simple steps to reduce them.

These are the same tactics we use in our personal consultations with our clients to instantly free up some extra cash.

What can an extra $400 per month do?

An extra $237,179 saved in 20 years *

Spend it so you can enjoy life more!

Pay off your $500,000 mortgage 5 years sooner **

$28,804 downpayment towards your first home in 5 years. ****

Pay off your $20,000 student loans 6 years sooner ***

Buy the car you always wanted!

My Ideal Client

  • Married
  • Between the ages of 25 and 55
  • Homeowners
  • Has kids
  • Works and earns an income over $30,000 per year.

My Ideal Team Mate

  • Good communicator
  • Good teacher
  • Enthusiastic
  • Ambitious
  • Motivated

This person can be...

  • Your best friend
  • A co-worker
  • Your sibling
  • A cousin
  • Your parents
  • Aunt or uncle

Who could use an extra $400 per month?

Just enter the name and email address of the person you want to recommend and we’ll send you both a copy of this free guide. They’ll thank you for it!

Also, you can share my landing page on your social media feed.

Frequently Asked Questions

What will you do? How will you reach out to the people I recommend?

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.

What if they’re not interested in meeting with you?

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.

What will you email them?

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 don’t want to you to bother the people I recommend.

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.

Help someone you care about build financial independence.

© 2023, Team Tribe

* assuming an 8% return on investment
** assuming a $500,000 mortgage at a 4% interest rate with a 25 year amortization
***assuming a $20,000 student loan at a 3% interest rate with a 108 month amortization
****assuming a 7% interest rate