As the year kicks off, many people are setting goals and making plans for 2020 to be their best year yet. Commonly, this involves creating a clear plan of attack for their finances.
These people may be your family and friends, so we wanted to help you give them a nudge in the right direction and hit the ground running this year.
It’s Competition Time!
As you may recall, we launched our Client Referral Website a few months ago as a simple and casual way to tell your friends about us in less than 30 seconds. For everyone you refer who becomes a client, we’ll send you and them a $200 pre-paid Mastercard if they end up becoming a client.
But as an extra incentive as we kick off the year, we’ll send a bonus $500 pre-paid Mastercard to the client who makes the most introductions to Verse between now and the end of February.
So now’s the perfect time to head over to our Client Referral Website and introduce us to anyone you know who may need our guidance in their life.
The type of people we can best help
Some clients have been asking who the ideal person is to introduce to us. We think it’s best summarised as someone who fits the following criteria:
- Earning $100,000+, but not making the most of it
We have a number of different services to help people like this. Corey walks you through these various options in this video.
How can we help your family and friends?
We like to think that introducing someone to us could be a life-changing experience for them, which they’ll truly appreciate.
While the technical aspects of our work are varied, the outcomes we help provide are consistent. By working with us, your friends and family can expect:
- To solve their money-related problems and have greater control of their financial life
- To have a clear plan so they can make progress towards their most important goals
- To be surrounded by a team of experts who can help in all areas of their financial life
There will be no hard sell or pressure from us. Our conversation with them will start with a casual phone call, after which they can decide if they’d like to book in a free video meeting with us to explore how we might be able to help.
Thanks in advance for helping us help more people just like you. Here’s to a happy new year!