## Love what we do? Refer us to someone you know!

We appreciate the opportunity to earn your business.

A referral is the highest compliment you can give us.

 ASIC RG 38 COMPLIANT SOP## How to Refer a Client to Us

30-Second Guide for Accounting, Bookkeeping & Mortgage Broking Partners

 **Why This Method?** To protect your client's privacy and strictly comply with ASIC Anti-Hawking laws (s 992A), we do not make unsolicited phone calls. We use a 3-way warm email intro so your client remains in control at all times.

### Referral Options Overview

| Method | Best Used When | Action Required |
|---|---|---|
| Option A: Warm Email Intro | Client is open to advice and needs an intro. | Copy the email template below, send to client, CC Drew. |
| Option B: Direct Booking Link | Client wants to select their own call time. | Send client our booking link directly via SMS/Email. |

### Option A: Copy & Paste Email Template

**To:** [Client Email]

**CC:**

**Subject:** Introduction to Drew Browne regarding your financial planning

 Hi [Client Name],

 Following up on our recent conversation, I’ve CC’d Drew Browne from Sapience Financial (AR NSWCFS) on this email.

 Drew specialises in Personal Risk Insurance & Estate Protection & Provision, and can help answer the questions we discussed. I’ll leave you two to connect here directly.

 Kind regards,
 [Your Name]

### Option B: Direct Booking URL

Share this URL directly with your client via SMS or email:

 https://calendar.app.google/7yDQYBvpJJWK9N9DA

 **Adviser:** Drew Browne () | **Licensing:** Sapience Financial (AR NSWCFS)