I was able to successfully create a referral for Patty Voelz, my fellow Sandy Springs team member, who's with Ameris Bank.  I knew from past experience that she takes excellent care of her clients, so I was able to very confidently refer her to a client of mine who owns a mobile auto body business.  While meeting with this client to discuss payroll, the topic of banks came up.  The client was quite unhappy with their current bank and I knew immediatley who could help!  I made sure that the client was ok with me passing their contact info to Patty, then after the meeting with the client I called Patty (and followed up with an email) so she would have all the info needed to reach out to the client.  Patty set them up with personal and business accounts, and my payroll client is much happier with Ameris than their former bank.