Send a couple Pearl’s way
Know a couple who should talk to Pearl? Send them her way. When they sit down with Pearl, you get a thank-you. It does not matter if they buy anything.
How it works
- 1
Send your friend the link to this page, in your own words.
- 2
They fill in the short form at the bottom and give their own permission to be contacted.
- 3
Pearl reaches out and books them in.
- 4
When they sit down with Pearl, your thank-you is earned.
Your friend fills in their own details and gives their own permission. Please do not submit someone else’s information for them.
What you get
- 1st friend$15
- 2nd friend$15
- 3rd friend$30
- 4th to 7th$20 each
- 8th and 9th$30 each
- 10th friend$100
No purchase necessary. The thank-you is for your friend meeting Pearl, not for buying anything. Nobody has to apply for or buy a policy for you to be thanked, and the amount never changes based on what they do or do not buy.
IN PARALLEL, BY PEARL ROZE
Track it yourself in In Parallel
In Parallel is the couples app Pearl’s clients use for their money dates, decisions, and documents. Your referrals show up in there too, so you can see who has booked, who has sat down with Pearl, and where your next thank-you is.
In Parallel runs in your browser, so there is nothing to install from an app store. Open it once, then add it to your home screen: on iPhone tap Share and then Add to Home Screen, on Android tap the menu and then Add to home screen. After that it opens like any other app.
Were you referred to Pearl?
Lovely. Leave your name and the best way to reach you, and Pearl will get in touch to find a time. It takes about thirty seconds.
Please put your friend’s name in the form. The last question asks who referred you. Filling it in is how your friend gets their thank-you. If you leave it blank, there is no way for us to know who sent you.
What happens after you send the form
- Pearl or someone on her team will contact you once to say hello and offer a time.
- The first meeting is 25 minutes, by video or phone, and there is no cost.
- You can tell us to stop contacting you at any time and we will.
- If you said yes to email and text, you can turn either one off whenever you like.
The details
- The thank-you is earned when your referred friend attends their first meeting with Pearl. It is not tied to an application, a policy, or a purchase.
- One thank-you per referred household, for referrals that are new to Pearl Roze Advisory.
- Thank-yous are paid after the meeting has happened.
- The grand prize at ten referrals is agreed with you, up to a value Pearl confirms in writing.
- Pearl Roze Advisory may change or end this programme. Thank-yous already earned are still paid.