by Scott Ronalds

Our industry is dominated by a few large institutions, namely the ‘Big 5 Banks’. We can’t compete with them from an advertising perspective, nor do we choose to. It would mean higher fees, and thus lower returns, for our clients. Plus, none of those expensive TV commercials are any good, right?

Most of our clients discover us through other means, including media coverage, our writing and videos, and our bold stance on various industry issues. But by far the most common way is through word of mouth.

Indeed, four out of five clients come to us through a referral. It’s the lifeblood of our business. Moreover, it’s reassuring that those who know us best feel confident enough to refer us to their friends, family, colleagues, and clients.

The following Google Review underscores this.

“I was referred to Steadyhand by a friend of mine several years ago. I cannot thank him enough. I’ve parked my ‘I-dont-want-to-worry-about-these’ investments here for long term growth. I’ve been a [bank] customer for almost my whole life and I can say I’ve received more service and information in the last 3-4 years from Steadyhand than I have from [the bank] in my whole life. I appreciate their transparency and honest, value driven attitude … I’ve put my trust in Steadyhand and it was the best decision ever.”

To make referring us easier, we’ve added a new feature on our website: the REFER A FRIEND link, located beside the login button at the top of our site.

This tool allows you to make an introduction to anyone who you think could benefit from discovering Steadyhand. We’ll reach out to them to share more about what we offer and help them explore whether we’re a good fit for their needs. Without being pushy.

And you can give yourself a pat on the back, because for every new client you refer, we’ll plant 10 trees in partnership with Tree Canada (learn more). Last year, we planted 2,000 trees through this initiative. It’s our way of saying that your referral goes a long way and is greatly appreciated.