What to DO to GIVE Referrals: Perfect Fit

Referral Trigger for the week of May 16
Topic: Referral Records
Conversation led by the Marietta Square

.. When you give a referral marked Member to Prospect,
you want to make an appropriate match—a connection
that makes you look good to your client.

Share an example of a perfect fit referral. 

When your client mentioned a need, what had the Team
Member done so you were confident making the introduction?

Click here to share your perspective.

One Response to What to DO to GIVE Referrals: Perfect Fit
  1. David Jennings
    May 13, 2016 | 9:42 pm

    The members at my table have significant amounts of successful past-performance. I am confident of the referrals I give for this reason.

    David Jennings
    ORPA Consulting

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