Where You Take Point

What to DO to GIVE Referrals
Arc: Reciprocity | Where You Take Point
Conversation lead by the: North Gwinnett Team

  and It’s easy to make a connection when a client asks –

but under what circumstances
do you initiate
an introduction
to a person you recognize your client needs, even though they haven’t expressed a desire?

Add your answer in comments, here or from the PowerCore.net home page.

4 Responses to Where You Take Point
  1. Nakia Sanford
    July 17, 2020 | 12:07 pm

    Recently, as client mentioned custody issues that made him very emotional. I told him about a good friend who had similar issues and asked If he wanted to be connected. He replied the he was not “ready to talk”. I waited about a week, and sent a joint email introduction without relaying specific information about his situation as if it was a casual connection. I suggested they connect and talk shop because their industries were parallel. I received a glowing thank you from the client, he figured out what I had done after speaking with the contact and applauded my discreet intro. I think he recognized how much I cared about his situation and was thankful for the nudge in the direction of support. Now he is almost ready for a family law attorney, and I look forward to supporting him with a direct referral in that way.

  2. Ken Schmanski
    July 18, 2020 | 9:58 am

    While having lunch this week with a new prospect, she told be how excited she was in starting up a new business where she will be selling a product that helps alleviate back problems among other benefits. She was deep into the search for a manufacture that could produce it to her specifications. I asked her about her website and she replied that was on her to-do list and had little experience in that arena.

    Later I asked her about her business plan and how she expected her personal life and her new business life would change. Yes, another item to think about for her to-do list. I told her about two members on my PC Team, a website designer and a Life and Business Coach. She welcomed an introduction to both and she has already been in touch with the website designer.

  3. Destiny Winters
    July 21, 2020 | 7:53 am

    Well, it’s actually my job to hear what’s behind what people are saying. So they might not have expressed a certain need, but when I hear that there’s a resource that can help them, I gently bring it up. An example, a current client is going through a divorce and was trying to decide if he wanted to keep the house or sell it and move. I put her in touch with our mortgage specialist, Kim Pounders, who does a really thorough analysis of refinancing. I got to continue helping my client make the decision from an emotional standpoint, while Kim was able to bring in the logistical side.

  4. Jayden Doye
    July 23, 2020 | 10:02 am

    Having almost a decade of experience I’ve seen it all. Working with almost every industry, I’ve learned why certain businesses cannot meet their goals nor get passed the peak phase of business.
    Reviewing financials statements for me is just like a car repair man viewing under the roof of a car.
    For example, I had a client who generated over $500,000 in gross annual revenue for years but they still had a net loss every year. In our first financial review meeting, I realized the costs of good sold was too high and advertising expense was too low. This lead me to refer them to a new supplier and a digital marketing company. My client then started to generate a net income every month. Unlike other CPA firms who work retroactively to handle problems, Prestige Accounting Solutions works proactively to avoid problems in the first place. We have a subscription based service that includes monthly or quarterly tax planning meetings to assist our clients to pay the least amount of taxes legally possible. That is why we are #1 for tax planning in North Atlanta!

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