Know someone who needs this conversation?
Most people I work with came because someone they trust mentioned my name. If you’re thinking of doing that, thank you.
Three steps, and no pressure on anyone.
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01
Ask them first
Check they’re happy to hear from me. I only reach out to people who’ve said yes.
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02
Send their details
Use the form below. It takes a minute, and their details are used only for this introduction.
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03
I reach out once
One friendly message offering a Complimentary Clarity Session. If they’re not interested, that’s the end of it.
How introductions work between us.
Your clients get the planning and protection side handled properly, and you stay in the loop on anything that touches your work.
In plain words: you send people who need planning, and I send people who need you.
- You introduce a client, with their consent, who needs planning or protection.
- I meet them and, with their permission, keep you informed on anything that affects their tax, mortgage or estate.
- It runs both ways. When my clients need an accountant, a lawyer or a mortgage agent, I introduce them to people I trust.
Who should I reach out to?
I don’t offer gifts, cash, rebates or prize draws for introductions. The best thank-you is doing right by the people you send.
Realtor, mortgage agent, accountant or lawyer? Let’s talk about working together: book a Partnership Conversation.