How Do You Decide

What to DO to GIVE Referrals
Arc: Reciprocity | How Do You Decide
Conversation lead by the: North Fayetteville Team

  and Think of an industry that you do not refer to.
Tell us why not.

  • Have you not found anyone credible, whom you can trust?
  • Does that person’s work reflect so strongly on you that you don’t want to be associated?
  • Do your clients never ask for this?

 

15 Responses to How Do You Decide
  1. Dr. Dana Kind
    July 3, 2020 | 11:23 am

    In the medical field, we refer to other professional all the time. There have been times when it is difficult to find a provider in a specialty, that gives the level of service I try to give my clients. Feedback from the visits allows me to decide where future business will be directed. Usually I will give someone a trial referral to judge how they handle the patients and staff interactions. Providers can be great but how the staff treats the patient will ruin the experience. Clients need to feel trust and caring from everyone.

  2. Valerie Williams
    July 4, 2020 | 7:44 am

    As a financial advisor, I look at my client’s financial picture in a holistic manner. This means as I am addressing the growth of assets for retirement, college, or general investment, I also have to address risk of loss. That’s where asset protection (insurance) comes in. I refer out most types of insurance, like health, long-term care, or property and casualty, but I often do not refer out life insurance. There are a few reasons for this: 1) I also hold a life insurance license 2) I have access to dozens of carriers 3) I am super picky about who I send my clients to for life insurance. I absolutely want to ensure that whoever is selected to insure my clients is reasonably priced, reputable, and easy to deal with should a claim be filed.

  3. Stuart Harper
    July 6, 2020 | 2:29 pm

    As an Electrical Contractor, I generally refer construction type industries only and do not refer any other type of industry outside of the construction realm. Let’s take financial advisor for instance, no one has ever asked me for my financial advisor recommendation. Bullet 1 – I do not have a personal financial advisor currently and do not know of one currently. Therefore, I do not have a referral worth noting, but it seems that may change. Bullet 2 – I am very particular on who I recommend to my clients, friends, and loved ones. I mainly look for someone who is honest, caring, provides quality work/service, fair and upfront pricing when possible without the up-sale/hidden cost. Bullet 3 – All though my clients never ask for this, I see an opportunity within my industry by having many small business associates who sometimes ask me about my business financial experience.

  4. Dr. Gillian Kucharski
    July 7, 2020 | 11:50 am

    As a Chiropractor, it is always my goal to help people as best as I can in a conservative manner. However, there is absolutely a time and a place for a referral for more serious intervention and my office has found a wonderful working relationship with an orthopedic surgeon in the area. We have referred 10 patients to this surgeon and he has recommended surgery for 2. We appreciate his conservative approach and our patients have come back to us with only nice things to say about their experiences with him and with his colleagues.

  5. Barbara Berkowitz
    July 8, 2020 | 10:01 am

    I hesitate to refer anyone that I have not had a personal experience with or know someone I trust has had a good experience. I take referrals very seriously and have been burned by recommending people who don’t return phone calls or follow through on commitments. I feel like this reflects poorly on me therefore I want to make sure the individual is trustworthy and reliable before I give their name to a client or colleague. Graphic design is one area that I have had problems finding someone credible who can understand a client’s needs and work within the given time frame.

  6. Tim Monihan
    July 8, 2020 | 10:37 am

    A tough referral for me right now is a landscaper. When I receive a referral from someone- my ultimate goal- whether they do business with me or not is to make whoever referred me- look good for referring us. I currently don’t have a clear cut landscaper that workers like I work. Currently, if asked- I would probably suggest someone call one of the larger companies in our area. I would much rather give out an individual name and help out a small business owner.

  7. Annie DeRose-Broeckert
    July 8, 2020 | 11:05 am

    As a longtime resident of the area and a REALTOR, I get asked for recommendations for everything. I will only recommend someone who I have done business with, or know someone who’s done business with them. Many times I give the requester two choices for them to determine who is a better fit for them according to price, availability, personality, service. It’s not worth it for me to look as though I only know one vendor, dont have experience with other vendors,or worst of all – to recommend one vendor and the client has a less than excellent experience.

  8. Lisa Landry
    July 8, 2020 | 1:25 pm

    My health insurance clients and prospects are in 31 states. When they ask for a referral it is frequently for some type of insurance. Never in my years of being a health insurance agent have I been asked to recommend an exterminator. Instead, people often request a type of health insurance that I don’t offer such as medicare or they may be an ideal candidate for Obamacare. In that situation, I have excellent people in PowerCore who are credible, whom I trust that I send them too.

  9. John Kimbell
    July 8, 2020 | 2:10 pm

    As an attorney, I get asked all sorts of legal questions involving many different areas of the law. This is even though it’s reasonably well known that I specialize in real property law and transactions.

    Though I took courses in school on individual income tax, corporate tax, and a smattering of others. I won’t give advice in that area of the law. I generally advise folks to consult their own CPA or other tax professional. I don’t make referrals to tax attorneys simply because I don’t know any any longer.

  10. Jordan Guest
    July 8, 2020 | 2:40 pm

    I have trouble referring to general contractors – someone who does remodeling or renovating for home or business owners. This is a very difficult industry to refer to, given that I have never personally needed renovations or remodeling and have not experienced someone reputable. I feel this is an industry in which it’s paramount to have experienced the person personally.

  11. venis sims
    July 8, 2020 | 4:32 pm

    Classifications whose work is highly seasonal are hard to refer for me. One that comes to mind is lawn care. It has been my experience that they take on more work than they can handle which results in delays. Its fine if I choose to deal with delays but I would not chance it with my clients.

  12. Donna Chapman
    July 8, 2020 | 4:42 pm

    Being a loan originator, I’ve found that a profession that comes to mind I have never referred to is a wedding planner. Typically, when I speak with clients, they are already married, recently married, growing families, or seniors downsizing. Usually they have everything all sorted out before I speak with them. If I knew one, this scenario could change however.

  13. David Gasser
    July 8, 2020 | 6:06 pm

    One industry that I do not refer others to is the barber industry. People’s appearance is very important, as often it is the first impression that people have of them, and whacked out haircut is not something that I want to be responsible for!

  14. Sonya Brown-Hood
    July 8, 2020 | 8:39 pm

    As a natural gas provider, my customers are mainly referred to me or someone that I have met recently. Although my customers are homeowners and business owners, I have never been asked if I knew someone in landscaping. I have not had great service with a few landscaping companies, but if I was asked, I have to them ask a close friend or family member for a referral by someone that they’ve had a great experience in service.

  15. Yvette D. Best
    July 9, 2020 | 7:52 pm

    As a Tax Accountant, I am asked for referrals to mostly everything. One industry that I do not refer to anything is anything plastic cosmetic-related. What works for someone else may not work for you. When it comes to enhancing one’s personal aesthetics, extensive research, and personal interviews are a requirement not just what you saw on Facebook or Youtube.

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