6475 SUGARLOAF PKWY
DULUTH, GA 30097
Endorsement Letters I've Received
Day to day I am either meeting with a client in person or virtually. I am in the banker seat. Often, an opportunity is incovered when I have conversations with clients and prospects that reach out to me for their financial needs. While having a conversation with my clients, they ask questions that may result in a referral opportunity. When this occurs, I make the connection to one of our members. I have business cards that I keep at my desk. I will share the business card with my client and let my client know that this member is someone who I trust and know personally. I then follow up with member via phone, text, or email so they are aware of the referral opportunity. It is rewarding to be able to help my clients and prospects by being a resource to them and being able to help our members through these connections that are made.
Referral Trigger Response