Trusted Financial Advisors Seeking to Grow Client Base

Stay Informed – Personalized Referral Opportunity Newsletter:

Subscribe to receive referral opportunity updates from your favorite businesses or individuals (Preferred Marketers).
By default the personalized referral opportunity newsletter is sent every 3 weeks, but frequency can be toggled between 1-4 weeks.
Lists active referral opportunities from a users Preferred Marketers. (Preferred Marketers can be added on multiple pages including: opportunity listing, user profile or emailed invitation)
Lists 1-4 randomly selected referral opportunities in recipients' geographic area.

Stay Informed – Personalized Referral Opportunity Newsletter:

Subscribe to receive referral opportunity updates from your favorite businesses or individuals.
Personalized referral opportunity newsletter is sent every 3 weeks, but frequency can be toggled between 1-4 weeks.

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Offering Marketer:

User ID:
royanderson
Bus/Org:
IPC Investment Corporation - The Anderson Team
Location:
Ottowas, ON K1Z 8P9
Website:
www.andersonipcc.com
Actions:

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Offer ID: 1145

Availability: International

Expires: 05/27/11

Referral Opportunity:

Intro Wanted: Introduction to Those Who Can Benefit From Consuting with Roy Anderson

Details: The Anderson Team would appreciate the opportunity to consult with those who are important to you. As a respected client, or someone who knows of the quality of service we offer here, we want to extend the opportunity to you to refer to us those who you care about.

Over the years we have proven time and time again to be an amazing resouce of knowledge and know-how to those we have been fortunate enough to work with. The end goal always being to provide sound financial advice based on everyones unique financial needs.

The Anderson Team is seeking an introduction to other individuals who may be able to benefit for the services we offer.
>>Make Introduction

Offer to Prospect (Contact):

New Customers: A Financial Review with a Roy Anderson and The Anderson Team

Details:

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* Testimonials must be approved by the Marketer before they are displayed.

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Custom Message

The opportunity details will be included below your custom message

Your referral opportunity has been emailed to X contacts.

Copy and paste the following URL to provide a link to this opportunity to potential Connectors.

Potential uses include - Emails, Newsletters, Blogs, your business web site, and Social Networking sites:

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Are you sure you want to unblock this user? Yes No

Account Information

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*Allowable image formats are jpg, gif, png and bmp. Max file size is 200k. Recommended Dimensions - Max width 120 pixels & max height 80 pixels.

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Section - Select Referral Opportunity

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Default Charity

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Terminology for Potential Prospects

Your Contact (Business to Business)

Your Friend (Consumer to Consumer)

Your

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Personalized Message

Default Follow-Up Instructions

Description: Customize the text that is described to a Prospect after they accept an introduction to one of your Referral Opportunities.

Opportunity Options

Description: Do you want to allow connectors to syndicate your opportunities through a link? No

Yes

Description: Do you want to allow connectors to print referral cards? No

Yes

Description: Do you want to encourage Prospects to make referrals after they accept an introduction? No

Yes

Description: Show line three in intro confirmation page? No

Yes

Update & Save

Post a link to your referral program, from your existing website, blog, newsletter, email, or print materials to generate more leads.

1) Decide what page to link to

Referral Program Home Page

Preview | Customize Content

Specific Referral Opportunity - Details

Specific Referral Opportunity - Make Intro

2) Select Linking Method

Use Base Link, use your own button or text link
Use uRefer Provided Icon & HTML Code (Copy & Paste)
Add a link to a popular social network (Facebook, MySpace, etc.)

3) Copy and paste the following URL

http://www.urefer.com/referral-program/

Click to select site:

3) Select Button

120x90 IMU - (Button 1)

180x150 IMU - (Rectangle)

234x60 IMU - (Half Banner)

4) Copy & Paste HTML Code below:

The Give Back Program is designed with the belief that a successful connection can be the starting point to positive change in the world. We take great pride in our give Back program and we invite you to join us in making a difference.

Supported Charities

American Red Cross
Conservation International
Humane Society
Kiva - Non Profit Loans
Make-A-Wish
National Breast Cancer Foundation
One Laptop Per Child (OLPC)

Any individual who clicks through this URL and submits their information will be credited to you.
Promote this offer to your contacts through your website, blog or email and be rewarded.
Users who click on the link will see the Prospect () view of the offer.
Set your reward sharing preferrences if applicable, or leave the default (100% to you).

Reward Sharing

: You: tbd, Your : tbd, Charity: tbd (Give Back Program)

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Trusted Financial Advisors Seeking to Grow Client Base

Offering Marketer:

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