April 1, 2024
Question:
I've been thinking about referring a friend to you - but I don't know how to say to her "I think you need help." Any tips?
Answer:
Well first, thank you for the referral, it's always an honor when someone trusts us enough to refer a friend.
Second, perhaps just share how we've helped you when the topic of finances come up.
Something like, I know when I had a lot of financial related questions running around in my brain, the Rooted Planning Group team helped me organize it and sort through the various topics (or however we helped you).
They can schedule a discovery call with us to make sure we offer the services they are looking for, and there is no cost to that meeting. If we can't help them, we might know who can.
Do your friends ask you financial questions?
Pass those questions on to us at AskRPG@rootedpg.com and we will feature them in our future newsletters.