InfoMinutes

Intro Minutes

Corporate Retirement Plans

Orientation Essentials

InfoMinute Seminar

Chrissy, Ryan, and Jenn are the easiest for me to provide referrals to as insurance is a key aspect to protecting our clients assets. As a part of our planning process we cover medicare/private insurance costs. It is very easy for me to refer to Jenn when our clients approach retirement as many need assistance selecting the best policy and what costs we want to project for planning purposes.
I have not provided referrals to Robin, Scott, or Jody. My goal is to be intentional and have deeper conversations with clients to uncover if their services are needed.

Our theme this month is What to DO to GIVE Referrals. 
Giving referrals is a requirement for any Member who expects to receive referrals.
Split your time between two Member examples:
<ol>
<li>Who at the table is the easiest for you to refer to? Why?</li>
<li>Who at the table have you not created a referral for yet? What will you do to achieve this goal?</li>
</ol>

Dillon Hemphill CFP®

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