Top-Tier Financial Planners Looking to Grow Their 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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Keep me informed about referral program updates (Learn More)

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Offering Marketer:

User ID:
scottp1
Bus/Org:
IRONSHIELD Financial Planning
Location:
Etobicoke, ON M9C 1A3
Website:
www.ironshield.ca
Actions:

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Offer ID: 1179

Availability: International

Expires: 07/05/11

Referral Opportunity:

Intro Wanted: Individuals Looking for Sound, Financial Advice

Details: At IRONSHIELD Financial Planning, our CFP professionals are continually working to make those goals a reality for each and every one of our clients. We’re dedicated to helping you make smart, educated and well-thought out financial decisions throughout all the various stages of your life.

I would like to extend that dedication to those who you care about most and would truly appreciate a referral, from you, to those you know. If the person you refer is interested in talking with me they have the ability to express this, but their information remains anonymous until they do so.

I thank you in advance for your referrals and your support.

>>Make Introduction

Offer to Prospect (Contact):

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

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Sending to 0 contacts

Subject

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

Name to Display (23 char max)

Website URL

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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.

Do not show my business name below the logo (it appears in your logo)

Section - Select Referral Opportunity

Default Referral Opportunity Selected

Default Charity

Section - Enter Your Information

Set default for "Keep me informed about referral updates" question.

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Yes

Section - Enter Your Contact's Information

Terminology for Potential Prospects

Your Contact (Business to Business)

Your Friend (Consumer to Consumer)

Your

Require Potential Prospects Phone Number

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Section - Enter Default Message

Message Title

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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Top-Tier Financial Planners Looking to Grow Their Client Base

Offering Marketer:

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