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But first… Why listen to what we have to say?

Managing your finances and staying on track with your money, tax and investments can be hard.

With so many moving parts these days—in an increasingly complex and technological world—it can be hard to know where to start or what to do next.

That’s why we’ve developed our 8-step Financial Freedom Wheel methodology. Developed off the back of our 40+ years in advising clients in how™ to manage their money, reduce their tax, grow their wealth and create a great lifestyle for themselves and their families, we identified the 8 most important aspects that you need plan and manage well, in order to reach financial freedom.

In fact we even wrote a #1 Best-Selling book about it.

Referrals are part of Step, 8 ‘Grow Your Profits’

Make it easier for people to refer you with email introductions.

One of the easiest and best ways to refer or be referred these days is via an ‘email introduction’.

Every business owner should have a templated ‘email introduction’ that just takes a minute to tweak with the personal details. Not just to use when referring, but (and this is important!) to give to your clients, customers, and referral partners to use when they refer you.

Most ‘email introductions’ we’ve seen aren’t compelling, so why leave it to chance and hope that the person who refers you does a good job. Not to mention, they’re more likely to actually make the referral if it’s easy for them.

So, if someone mentions they have someone to refer to you, offer to make their life easier by sending them a template and they can just fill in the gaps.

Better still, send it to all your clients, customers, and referral partners in advance, and tell them it’s a resource to make it easy if they come across someone who could benefit from your services.

Click here for the free template.

Time for Action

You know this is as well as we do; nothing changes until action is taken.

Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.

Get in touch with us here

Cheers,

The Hendrie Group

PS. If you think this information would be valuable to someone else, don’t keep it a secret. Pay it forward 😊